Financial Services Consultant

Company Description Great Eastern Financial Advisers (GEFA), officially launched in March 2011, is one of the largest financial advisory firms in Singapore, with a network of hundreds of financial consultants. GEFA operates a distinctive business model that combines the strengths of a major insurance company and an independent advisory firm, supported by its strong Great Eastern parentage and membership in the OCBC Group. As a wholly owned subsidiary of Great Eastern Holdings, GEFA leverages robust financial backing and established infrastructure to support both customers and consultants. Customers benefit from access to insurance solutions and investment opportunities from more than 50 insurance companies and fund managers, tailored to individual needs. The firm is known for offering a broad product range alongside the high service standards associated with the Great Eastern brand.Role Description This is a full-time, on-site Financial Services Consultant role based in Singapore. The consultant will meet with clients to understand their financial goals, assess their current financial situation, and recommend appropriate insurance and investment solutions. Daily responsibilities include preparing and presenting financial plans, reviewing portfolios, and staying updated on market developments and product offerings. The role involves building and maintaining long-term client relationships, conducting regular follow-ups, and ensuring that recommendations comply with regulatory and internal standards. The consultant will collaborate with internal teams, participate in training and development programs, and contribute to business growth through proactive client acquisition and retention.Qualifications Candidates should possess strong Analytical Skills and a solid foundation in Finance.Candidates should possess knowledge of Financial Services and experience in Consulting or advisory work.Candidates should possess excellent Communication skills, including the ability to explain complex concepts clearly.Relevant academic background in Finance, Business, Economics, or related field is beneficial.Professional certifications (e.g., CFP, CFA, or equivalent local qualifications) are an advantage.Prior experience in wealth management, insurance advisory, or investment planning is preferred.Ability to work in a regulated environment, with strong ethical standards and client-centric mindset.Comfort with using digital tools and CRM systems to manage client information and workflows.