Company Description Great Eastern Financial Advisers (GEFA), officially launched in March 2011, is one of Singapore’s largest financial advisory firms, with a strong team of financial consultants. GEFA operates a unique business model that combines the capabilities of a major insurance company with those of an independent advisory firm, giving it a distinctive market edge. As a wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group, GEFA benefits from strong financial backing and robust infrastructure. Customers gain access to extensive institutional resources, professional advice, and a broad range of insurance and investment products from more than 50 insurers and fund managers, supported by the high service standards associated with Great Eastern.
Role Description This is a full-time hybrid role based in Singapore, with flexibility for some work from home. The Financial Advisor will provide comprehensive financial advisory services, including assessing client needs, developing tailored financial and retirement plans, and recommending appropriate insurance and investment solutions. Day-to-day responsibilities include meeting clients, conducting financial reviews, explaining product options, and implementing strategies to help clients achieve their financial goals. The role also involves monitoring portfolios, staying informed about market and regulatory changes, and maintaining accurate records to ensure compliance. The Financial Advisor will collaborate with internal teams, leverage GEFA’s product partners, and uphold high professional and ethical standards in all client interactions.
Qualifications
Senior (Valuations), Financial Advisory
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