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Wealth Manager (B2B/B2C) - Singapore Residents Only

Great Eastern Financial Advisers Private Limited

Singapore · Full Time

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Experience
Any
Salary
SGD 3,000 – SGD 7,000 / month
Openings
1
Posted
1 week ago
Work mode
In office
Education
Diploma from local polytechnic or equivalent
Eligibility
Candidates must be Singapore citizens or permanent residents. No foreign applicants are accepted.
Resume
Required to apply

Where you'll work

Job description

About the Company

Great Eastern, Singapore's oldest insurance company and part of OCBC, is a leading and trusted brand across Singapore and Malaysia. It ranks among the top three insurers in Singapore for group employee benefits. Great Eastern Financial Advisers Private Limited (GEFA), a subsidiary, empowers financial consultants to offer a broad spectrum of products from varied platforms.

Role Overview and Benefits

This role offers a base salary ranging between 3000 to 7000 SGD monthly, dependent on experience and previous pay, complemented by unlimited commissions and bonuses. As part of a top-performing agency within the company, you will receive continuous structured training and support from day one.

Consultants gain access to numerous cold market platforms, more than typically offered by competitors, eliminating the need to engage family or friends for prospects. Initial case closures will be assisted to build a solid career foundation.

The position provides avenues to develop corporate insurance clientele and specialize in group employee benefit solutions, with significant opportunities for career advancement to leadership roles managing teams or agencies. Work arrangements are flexible, allowing you to select your own working hours and the choice between remote or office-based work.

Annual fully sponsored incentive trips to Europe and the Americas are provided by Great Eastern.

Key Responsibilities

  • Identify and understand personal and corporate financial objectives to recommend suitable investments, insurance, and savings products.
  • Deliver outstanding customer service and provide expert financial advisory.
  • Establish and maintain strong client relationships to foster trust and retention.

Qualifications and Requirements

  • Possess a diploma from a recognized local polytechnic or an equivalent qualification.
  • Applicants must be Singapore citizens or permanent residents; foreign nationals are not eligible.
  • No prior work experience is necessary.
  • Possession of RES5, M9, M9A, and HI certifications is advantageous but not required.

Additional Information

  • Successful candidates must pass four obligatory examinations (RES5, M9, M9A, and HI) before commencing work; all examination fees are covered by the company.

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