Cuenca, Azuay, Ecuador · On-site
Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) s…
Skills: Wealth Planning, Succession Planning, Portfolio Management, HNW Insurance Sales, Relationship Management
Cuenca, Azuay, Ecuador · On-site
Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) s…
Skills: Wealth Planning, Succession Planning, Portfolio Management, HNW Insurance Sales, Relationship Management
Cuenca, Azuay, Ecuador · On-site
To provide corporate secretariat support to the Group Secretariat function which provides oversight and guidance to ensure alignment of practices across the Great Eastern group. · Ensure compliance with statutory and reg…
Skills: Corporate Secretarial Support, Statutory Compliance, Board Meeting Management, Minute Drafting, Regulatory Disclosures
Cuenca, Azuay, Ecuador · On-site
To provide corporate secretariat support to the Group Secretariat function which provides oversight and guidance to ensure alignment of practices across the Great Eastern group. · Ensure compliance with statutory and reg…
Skills: Corporate Secretarial Support, Statutory Compliance, Board Meeting Management, Minute Drafting, Regulatory Disclosures
Cuenca, Azuay, Ecuador · On-site
Job Purpose Be part of the Group Market Conduct family which strives to safeguard the reputation of the company, through oversight on distribution representatives’ market conduct activities and ensuring enforcement actio…
Skills: Market Conduct Governance, Compliance Monitoring, Sales Assurance Audits, Balanced Scorecard Framework, User Acceptance Testing
Cuenca, Azuay, Ecuador · On-site
Job Purpose Be part of the Group Market Conduct family which strives to safeguard the reputation of the company, through oversight on distribution representatives’ market conduct activities and ensuring enforcement actio…
Skills: Market Conduct Risk, Compliance Monitoring, Sales Assurance Audits, User Acceptance Testing (UAT), Risk Management
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Serve as a senior advisor to High Net Worth clients by delivering bespoke wealth planning, succession, and legacy strategies. Drive sales growth and maintain trust-based relationships while collaborating with global experts to provide holistic advisory solutions.
Requires a degree in Banking, Finance, or a related field and over 10 years of experience in HNW insurance sales. Candidates should possess relevant legal, tax, and trust qualifications, with CMFAS Modules 5, 9, and 9A being an advantage.
Great Eastern Private is built on 117 years of heritage, strong financial fundamentals, and the strength of OCBC Group. We are privileged to serve clients across the High Net Worth (HNW) and Ultra High Net Worth (UHNW) segments by delivering trusted, holistic wealth advisory solutions. Our financial advisers partner closely with global experts across seven professional domains through the Great Eastern Private Client Privileges Advisory Panel. Together, we co create bespoke strategies and provide high quality advice to support our clients’ long term wealth objectives.
As a Private Wealth Advisor, you will serve as a senior trusted advisor to Great Eastern’s Private High Net Worth (HNW) clients. You will lead complex wealth planning and succession conversations and deliver bespoke portfolio solutions and sophisticated legacy strategies aligned with clients’ needs, wealth planning objectives, risk profiles, and regulatory requirements. In this role, you will provide thought leadership by translating market insights and product expertise into high impact advisory solutions across client personal family and business protection portfolio. We are seeking experienced, values driven professionals with strong technical expertise and the ambition to make a meaningful impact in the HNW wealth advisory space. This role reports to the Head of GEFA Private Wealth Advisory.
Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
For 117 years, we have been helping customers across generations by protecting, preserving and growing what matters to them. As One Great Eastern Group today, we are enabling the goals of over 15.5 million customers by taking care of their needs across life, health, wealth and general insurance, consistently innovating to help them #ReachforGreat!
Offices: 1 Pickering Street, Great Eastern Centre, Singapore, 048659, SG
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