Epicareer Might not Working Properly
Learn More

Wealth Management Advisor

Salary undisclosed

Apply on


Original
Simplified

Company Description

Summit Planners Pinnacle is a team of consultants in Singapore specializing in global estate planning and wealth management solutions. We help clients organize their assets for future generations with tax benefits and safeguards in place. Join us in providing innovative financial solutions and achieving our #thepinnacleadvantage.

Role Description

This is a full-time hybrid role for a Wealth Management Advisor at Summit Planners Pinnacle. The Wealth Management Advisor will be responsible for financial planning, retirement planning, investments, finance, and wealth management services. This role is primarily located in Singapore with some flexibility for remote work.

Qualifications

  • Financial Planning, Retirement Planning, and Investments expertise
  • Experience in Finance and Wealth Management Services will be advantageous
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Detail-oriented and organized approach to work
  • Relevant certifications such as CFP, CFA, or ChFC are a plus but not mandatory
  • Bachelor's degree/diploma in Finance, Economics, Business, or related field will be highly regarded
  • Ex-bankers ,mid-career professionals and fresh graduates are welcome to apply