Private Wealth Advisor

The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. 

• 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.