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 specialised 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 produ...