Wealth & Insurance Advisor - On-Site, MAS Licensed

Great Eastern Financial Advisers (GEFA); Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

Great Eastern Financial Advisers (GEFA) in Singapore seeks a full-time Financial Advisor to meet with clients, assess goals and risk, and tailor comprehensive plans. You will recommend life and general insurance as well as investment solutions, monitor portfolios, and conduct regular reviews.

The role requires staying updated on market developments, adhering to regulatory guidelines, and engaging in sales, client outreach and professional development activities.

Qualifications

• Motivated, goal-oriented and able to work independently and in a team within a sales and advisory environment.
• Eligibility to be licensed by the Monetary Authority of Singapore (MAS) and willingness to meet all compliance and continuing education requirements.

Responsibilities

• Meet with individual and corporate clients to understand financial goals, risk profiles and protection needs.
• Develop personalized financial plans and recommend life insurance, general insurance and investment solutions.
• Monitor clients’ portfolios and conduct regular reviews, adjusting recommendations as market conditions change.
• Stay updated on market developments and product offerings and comply with regulatory and company guidelines.
• Participate in sales, client outreach and ongoing professional development activities.

Skills

Motivated

Goal oriented

Job description

Great Eastern Financial Advisers (GEFA) in Singapore seeks a full-time Financial Advisor to meet with clients, assess goals and risk, and tailor comprehensive plans. You will recommend life and general insurance as well as investment solutions, monitor portfolios, and conduct regular reviews.

The role requires staying updated on market developments, adhering to regulatory guidelines, and engaging in sales, client outreach and professional development activities.