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Establish clients' financial objectives

Jobs at Advisors' Clique

Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group. Founded in 2001, AC is now a group of close to 600 financial consultants with a strong culture and unique identity. In 2011 a consultative exercise involving all consultants was undertaken to establish what AC stood for, beyond the original thinking of its founders. This helped define a new collective vision which bound the team closer together, and renewed a service pledge to their clients. With many new associates coming on board in the last 5 years, it has once again became evident that the desire "to leave a legacy by paying it forward" was prevalent. “Thinking In Your Best Interest” is an important value which continuously guides the organisation in giving quality financial advice to their clients. This is reflected in the number of AC associates qualifying for the coveted Million Dollar Round Table (MDRT) recognition as well as the prestigious Great Eastern Achievers’ Club award.
Showing 2 of 2 jobs
Operations

Financial Planner

JOB DESCRIPTION:
The ideal candidate is expected to possess a Diploma or any Degree from a recognised institution. Prior Business Development or Sales experience in any industry will be an advantage.

Sales

Wealth Management Associate

Posted 11 months ago

JOB DESCRIPTION:
The ideal candidate is expected to possess a Diploma or any Degree from a recognised institution. Prior Business Development or Sales experience in any industry will be an advantage.