Financial Consultant

Description

Company Description

Officially launched in March 2011, Great Eastern Financial Advisers (GEFA) has grown to be the largest FA firm in Singapore, with 700 financial consultants in less than four years. GEFA is the first in the industry to adopt a business model that combines the strengths of a major insurance company and a financial advisory firm. GEFA benefits from its strong Great Eastern parentage and membership in the OCBC Group, leveraging the financial strengths and excellent infrastructure support of Great Eastern. Our customers enjoy a broad range of products from over 50 insurance companies and fund managers, coupled with the expertise of highly qualified financial consultants. Role Description

This is a full-time, on-site role located in Singapore for a Financial Consultant. The Financial Consultant will be responsible for providing financial planning, advising on investments, and offering retirement planning services to clients. The role entails conducting financial assessments, preparing personalized financial plans, and making well-informed financial recommendations based on clients' needs. The consultant will also provide continuous follow-up with clients to ensure their financial goals are met and make necessary adjustments to their plans. Qualifications

Proficiency in Financial Planning and Retirement Planning Strong background in Investments and Finance Excellent Analytical Skills Outstanding communication and interpersonal skills Ability to work independently and as part of a team Bachelor's degree in Finance, Economics, or a related field Relevant certifications such as CFP, CFA, or equivalent are a plus Seniority Level

Entry level Employment Type

Full-time Job Function

Finance and Sales #J-18808-Ljbffr Industry

Other Category

Consulting Sub Category

Finance Consulting