Financial Services Consultant

Company Description Great Eastern Financial Advisers (GEFA) is a wholly owned subsidiary of Great Eastern Holdings, part of one of the oldest and most established life insurance groups in Singapore and Malaysia. Backed by over S$60 billion in assets and around 4.7 million policyholders, Great Eastern has a strong financial foundation and an ‘AA-’ rating from Standard & Poor’s, among the highest for Asian life insurers. GEFA is licensed by the Monetary Authority of Singapore (MAS) to provide financial advisory services across life policies, general insurance, and collective investment schemes. It is the exclusive financial advisory firm distributing Great Eastern Life products in Singapore, offering solutions not available through other advisory companies. With a comprehensive range of risk and wealth management products, GEFA serves both individual and corporate clients seeking personal financial planning and business protection.Role Description This is a full-time, on-site Financial Services Consultant role based in Singapore. The consultant will meet with individual and corporate clients to understand their financial goals, risk appetite, and protection needs, and recommend appropriate insurance and investment solutions. Daily responsibilities include conducting financial needs analysis, preparing tailored proposals, reviewing existing portfolios, and ensuring clients are kept informed of market developments and product changes. The role involves building and maintaining long-term client relationships, handling policy servicing requests, and collaborating with internal teams to ensure accurate and timely processing of documentation. The consultant is also expected to participate in training sessions, comply with regulatory and internal standards, and contribute to sales and business development activities.Qualifications Candidates should possess strong Analytical Skills and a solid foundation in Finance.Candidates should possess knowledge of Financial Services and experience or interest in Consulting.Candidates should possess effective Communication skills, including the ability to explain complex financial concepts clearly.Relevant academic background in Finance, Business, Economics, or related fields is beneficial.MAS-recognized financial advisory certifications and licensing, or willingness to obtain them, are advantageous.Client-focused mindset, high professional integrity, and the ability to work both independently and within a team are important.Prior experience in insurance, wealth management, or financial advisory is an added advantage.