Financial Consultant; Investment
Singapore
Listed on 2026-02-15
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Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Financial Services
Great Eastern Financial Advisers (GEFA) is the largest financial advisory firm in Singapore, having achieved significant growth since its launch in 2011. GEFA uniquely combines the strengths of a major insurance company and a financial advisory firm, backed by its position as a wholly owned subsidiary of Great Eastern Holdings and a member of the OCBC Group. Leveraging the resources and infrastructure of its parent company, GEFA provides clients with access to a wide range of products and services from over 50 insurance companies and fund managers.
Highly qualified financial consultants at GEFA offer personalized solutions in insurance and investment with a focus on exceptional customer service.
This is a full-time hybrid role for a Financial Consultant (Investment) based in Singapore, allowing for a combination of in-office and work-from-home arrangements. The Financial Consultant will be responsible for providing tailored financial planning and investment advice to clients, helping them achieve their financial goals, including retirement planning. They will conduct financial assessments, analyze clients' portfolios, and recommend suitable investment strategies.
Additionally, the role involves staying informed about market trends, collaborating with internal teams, and maintaining strong client relationships.
- Proficiency in Financial Planning and Retirement Planning to create personalized strategies for clients
- Strong knowledge of Investments and Finance to offer sound investment advice and solutions
- Analytical Skills to evaluate financial data and market trends effectively
- Excellent interpersonal and communication skills to build client trust and maintain professional relationships
- Relevant certifications such as CFP or other financial accreditation are advantageous
- Experience in a financial advisory or investment-related role is a plus
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