Wealth Management Consultant

Great Eastern Financial Advisers Private Limited; Singapore; Hybrid; SGD 60,000 - 110,000; Full time

Job summary

Great Eastern Financial Advisers (GEFA) in Singapore seeks a full-time Wealth Management Consultant to advise clients on financial goals and develop tailored wealth plans in a hybrid work setup.

You will perform needs analyses, propose insurance, investments, and retirement solutions, monitor portfolios, and conduct regular reviews while staying current on market trends and regulatory changes. Collaborative culture with GEFA's institutional support.

Qualifications

• Strong financial planning and retirement planning skills for long-term client strategies.
• Solid knowledge of finance and investments to assess products and construct portfolios.
• Consulting skills to conduct needs-based assessments and present client-centric advice.
• Academic background in Finance, Business, Economics or related fields.
• Professional certifications (e.g., CFP, CFA) are an advantage.
• Strong interpersonal and communication skills with regulatory awareness.
• Self-motivated, disciplined, and comfortable in a performance-driven environment.
• Preferably prior wealth management or advisory experience in Singapore.

Responsibilities

• Meet and advise clients on their financial goals and develop tailored wealth management plans.
• Conduct detailed needs analyses and develop comprehensive financial strategies.
• Recommend insurance, investment, and retirement solutions.
• Monitor client portfolios and conduct regular reviews to ensure alignment with circumstances.
• Stay updated on market trends and regulatory developments.
• Prepare professional proposals and reports and maintain long-term client relationships.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Consulting

Interpersonal communication

Relationship management

Regulatory awareness

Self-motivation

Education

Bachelor’s in Finance/Business/Economics

CFP/CFA or equivalent qualification

Job description

Company Description Great Eastern Financial Advisers (GEFA), officially launched in March 2011, has grown to become the largest financial advisory firm in Singapore, with a network of around 700 financial consultants. GEFA operates a distinctive business model that combines the capabilities of a major insurance company with those of an independent financial advisory firm. As a wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group, GEFA leverages strong financial backing and robust infrastructure. Customers benefit from extensive institutional resources, as well as access to insurance solutions and investment opportunities from more than 50 insurance companies and fund managers. The firm is known for providing a broad range of products and delivering service quality aligned with Great Eastern's established reputation.

Role Description This is a full-time Wealth Management Consultant role based in Singapore, offered on a hybrid work arrangement with some flexibility to work from home. The Wealth Management Consultant will meet and advise clients on their financial goals, conduct detailed needs analyses, and develop tailored financial and wealth management plans. Day-to-day responsibilities include recommending suitable insurance, investment, and retirement solutions, monitoring client portfolios, and conducting regular reviews to ensure strategies remain aligned with changing circumstances. The role also involves staying updated on market trends and regulatory developments, preparing professional proposals and reports, and maintaining long-term client relationships through proactive communication and service. The consultant will collaborate with internal teams and leverage GEFA's wide product range and institutional support to deliver comprehensive advice.

Qualifications

• Candidates should possess strong Financial Planning and Retirement Planning skills to design holistic, long-term strategies for diverse client profiles.
• Candidates should possess solid Finance and Investments knowledge to analyze products, assess risk and return, and construct appropriate portfolios.
• Candidates should possess Consulting skills to conduct needs-based assessments, communicate complex concepts clearly, and provide objective, client-centric advice.
• Relevant academic background in Finance, Business, Economics, or related disciplines is beneficial.
• Professional certifications (e.g., CFP, CFA, or equivalent local qualifications) are an advantage.
• Strong interpersonal, communication, and relationship management skills, with the ability to work ethically and comply with regulatory standards.
• Self-motivated, disciplined, and comfortable working in a performance-driven environment with both individual and team-based goals.
• Prior experience in wealth management, banking, or financial advisory services in Singapore is preferred.