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…
As Head of GEFA Private Wealth Advisory, you will be reporting to the Group Head of High Net Worth. You will provide strategic leadership and governance for GEFA’s Private Wealth Advisory (PWA) segment, driving growth, p…
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…
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…
As Head of GEFA Private Wealth Advisory, you will be reporting to the Group Head of High Net Worth. You will provide strategic leadership and governance for GEFA’s Private Wealth Advisory (PWA) segment, driving growth, p…
Senior Finance Analyst (Financial Insights & Value Management)
Cuenca, Azuay, Ecuador · On-site
Mid level$500M raised
A role is within the Financial Insights & Value Management team which focuses on performing comprehensive and forward-looking analysis to manage and drive financial performance of Great Eastern Group and its subsidiaries…
You are responsible to develop business plans and marketing programs to ensure planned sales targets are met. You are also required to build and maintain excellent relationships with intermediaries and business partners.…
Skills: Business Development, Marketing Planning, Relationship Management, Underwriting, Competitive Analysis
You are responsible to develop business plans and marketing programs to ensure planned sales targets are met. You are also required to build and maintain excellent relationships with intermediaries and business partners.…
Skills: Business Development, Marketing Planning, Relationship Management, Underwriting, Competitive Analysis
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…
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…
Assistant Vice President - High Net Worth Underwriting
Cuenca, Azuay, Ecuador · On-site
Senior+$500M raised
As we continue to strengthen and scale our High Net Worth (HNW) underwriting franchise, we are focused on building a high‑performing, future‑ready underwriting capability aligned with our ambition to be a leading HNW pla…
Skills: High Net Worth Underwriting, Risk Assessment, Life Underwriting, Accident Underwriting, Critical Illness Underwriting
Are you passionate about making a meaningful impact in healthcare insurance space? At Great Eastern, we’re redefining what it means to be a claim professional. Join a passionate team where your medical knowledge, analyti…
Skills: Claims Assessment, Medical Knowledge, Analytical Skills, Stakeholder Engagement, Customer Service
Are you passionate about making a meaningful impact in healthcare insurance space? At Great Eastern, we’re redefining what it means to be a claim professional. Join a passionate team where your medical knowledge, analyti…
Skills: Claims Assessment, Medical Knowledge, Analytical Skills, Stakeholder Engagement, Customer Service
Assistant Vice President - High Net Worth Underwriting
Cuenca, Azuay, Ecuador · On-site
Senior+$500M raised
As we continue to strengthen and scale our High Net Worth (HNW) underwriting franchise, we are focused on building a high‑performing, future‑ready underwriting capability aligned with our ambition to be a leading HNW pla…
Skills: High Net Worth Underwriting, Risk Assessment, Life Underwriting, Accident Underwriting, Critical Illness Underwriting
Assistant Vice President - High Net Worth Underwriting
Cuenca, Azuay, Ecuador · On-site
Senior+$500M raised
As we continue to strengthen and scale our High Net Worth (HNW) underwriting franchise, we are focused on building a high‑performing, future‑ready underwriting capability aligned with our ambition to be a leading HNW pla…
Skills: High Net Worth Underwriting, Risk Assessment, Life Underwriting, Accident Underwriting, Critical Illness Underwriting
Assistant Vice President - High Net Worth Underwriting
Cuenca, Azuay, Ecuador · On-site
Senior+$500M raised
As we continue to strengthen and scale our High Net Worth (HNW) underwriting franchise, we are focused on building a high‑performing, future‑ready underwriting capability aligned with our ambition to be a leading HNW pla…
Skills: High Net Worth Underwriting, Risk Assessment, Life Underwriting, Accident Underwriting, Critical Illness Underwriting
In Great Eastern, the Data Engineering and Business Intelligence team enable data practitioners with Data and Analytics assets. We build datamarts and visual dashboards to realize the full value of our data. We seek an e…
Skills: Data Engineering, SQL, Spark, Hadoop, Python
In Great Eastern, the Data Engineering and Business Intelligence team enable data practitioners with Data and Analytics assets. We build datamarts and visual dashboards to realize the full value of our data. We seek an e…
Skills: Data Engineering, SQL, Spark, Hadoop, Python
You will be part of the Sales and Marketing function within the Group Insurance business, supporting renewal portfolios through effective servicing of intermediaries and clients. The role focuses on driving high renewal …
You will be part of the Sales and Marketing function within the Group Insurance business, supporting renewal portfolios through effective servicing of intermediaries and clients. The role focuses on driving high renewal …
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Full-time
bachelor degree, professional certificate
Posted 1h ago
~40 hrs/week
Responsibilities
Serve as a senior advisor to High Net Worth clients by delivering bespoke wealth planning, succession, and legacy strategies. Drive business growth through strategic partnerships and provide thought leadership on insurance and protection portfolios.
Requirements
Requires a degree in Banking or Finance and over 10 years of experience as a licensed adviser in HNW insurance sales. Candidates should possess technical expertise in legal, tax, and trust planning, with CMFAS Modules 5, 9, and 9A being an advantage.
Full job description
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.
Providing specialized advice on insurance products and wealth planning aligned with client objectives and risk profiles.
Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners.
Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions.
Monitor and report on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations.
Degree in Banking, Finance, or related field. CMFAS Modules 5, 9, and 9A are an advantage.
10 years+ as a licensed adviser with front line experience and performance record in HNW insurance sales.
Strong knowledge of life insurance solutions for HNW clients.
Possess relevant legal, tax, trust and wealth planning qualifications and experience
Excellent communications and presentation skills. Fluency in Asian languages will be a plus.
Related keywords
High Net WorthUltra High Net WorthWealth ManagementSuccession PlanningLife InsuranceCMFASPortfolio ReviewLegacy PlanningFinancial FundamentalsBespoke StrategiesTax PlanningTrust PlanningHNW SalesWealth Advisory
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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