Full/Part-Time Wealth Manager (Basic Salary + Commission) - No Experience Needed (Singapore Citizens/PR Only)

About the Company

Great Eastern Financial Advisers (GEFA), established in March 2011, stands as Singapore's largest financial advisory firm with approximately 700 consultants. Operating under the umbrella of Great Eastern Holdings and as part of OCBC Group, GEFA benefits from strong financial backing and infrastructure. The firm merges the advantages of a major insurer and an independent advisory business, providing clients access to an extensive selection of insurance products and investment opportunities through partnerships with over 50 insurance companies and fund managers. The firm is renowned for its broad product offerings and high standards of service quality.

Role Overview

This position is for a Full or Part-time Wealth Manager, offering a combination of basic salary and commission, designed for individuals without prior experience. Open exclusively to Singapore Citizens and Permanent Residents, the role adopts a hybrid working model based in Singapore encompassing client meetings onsite, office sessions, and remote work for planning and follow-up.

Key Responsibilities

• Deliver comprehensive financial planning advice tailored to individual client goals and risk tolerance.
• Evaluate clients' financial situations to recommend suitable insurance and investment products.
• Develop and manage diversified client portfolios, continually reviewing and adjusting them in response to market shifts.
• Maintain up-to-date knowledge of market trends, product developments, and regulatory changes.
• Build enduring relationships by providing personalized proposals and reports, ensuring client satisfaction and trust.
• Ensure full compliance with relevant regulations and internal company policies.

Qualifications and Skills

• Understanding of financial planning concepts including budgeting, goal setting, and assessment of personal and corporate finances.
• Basic knowledge of investment management such as portfolio creation, asset classes, and risk evaluation.
• Familiarity with various insurance products, including life, health, and general insurances integrated into holistic financial plans.
• Excellent communication abilities to clearly articulate complex financial concepts and foster client relationships.
• A motivated learner with a growth mindset; no previous experience is necessary as comprehensive training will be provided.
• Capability to work effectively in hybrid environments, demonstrating integrity, professionalism, and strong time management skills.
• A background in finance, business, economics, or related areas is advantageous but not required.