Company Description Great Eastern Financial Advisers (GEFA), officially launched in March 2011, is one of the largest financial advisory firms in Singapore, with a strong team of financial consultants. As a wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group, GEFA combines the strengths of a major insurance company with an independent advisory firm. This unique business model allows GEFA to offer customers access to insurance solutions and investment opportunities from more than 50 insurance companies and fund managers. Leveraging Great Eastern’s financial strength and infrastructure, GEFA provides a broad range of products, tailored advice, and service quality that is well recognized in the industry.
Role Description The Wealth Management Associate will support clients in Singapore by providing holistic financial planning and wealth advisory services in a part-time capacity. This hybrid role combines on-site meetings with clients and colleagues with the flexibility to perform selected tasks from home. Day-to-day responsibilities include analyzing clients’ financial profiles, developing tailored investment and insurance strategies, preparing proposals and reports, and supporting portfolio reviews. The associate will also assist in client servicing, maintain accurate documentation, and collaborate with senior consultants to ensure compliant and client-centric advisory solutions.
Qualifications
- Candidates should possess strong Financial Planning and Finance skills to assess client situations and design appropriate solutions.
- Candidates should possess solid Investments and Analytical Skills to evaluate products, construct portfolios, and monitor performance.
- Candidates should possess effective Communication skills to explain complex financial concepts clearly and build long-term client relationships.
- Relevant academic background in Finance, Business, Economics, or a related field is beneficial.
- Professional certifications (e.g., CFP, CFA, CMFAS exams) or progress towards them are an advantage.
- Detail-oriented, ethical, and client-focused approach, with the ability to work independently in a hybrid environment.
- Previous experience or internships in wealth management, banking, or financial advisory are preferred but not mandatory.