Holistic Wealth Planner

Great Eastern Financial Advisers Private Limited is looking for a Wealth Planner in Singapore. This full-time hybrid role involves engaging clients, understanding their financial goals, and developing tailored financial plans including insurance and investment solutions. Responsibilities include financial reviews, recommending products, and monitoring client portfolios.

The ideal candidate will have strong skills in financial planning and investment management, with a relevant academic background and certifications being advantageous. The position offers opportunities for career growth in a leading financial advisory firm.