Flexible Work, Better Balance
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.
Responsibilities and Qualifications