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Wealth Management Intern (Part-Time, $500 per month)

Salary undisclosed

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Company Description

Pinnacle Consult is a forward-thinking organization based in Singapore, specializing in global estate planning and asset structuring solutions, such as trusts and family fund set-ups. Our tailored services cater to individuals, families, and organizations, providing tax benefits and long-term asset management strategies. Partnering with professionals and institutions worldwide, we aim to create customized solutions that align with our clients' goals and ambitions.

Role Description

This is a part-time hybrid role for a Wealth Management Intern at Pinnacle Consult. The intern will assist in financial planning, investment management, and various financial services related to wealth management.

Requirements

  • Undertake Singapore Capital Markets and Financial Advisory Services (CMFAS) licensing exams (within 2 months),sponsored by company
  • Commit 16 hours of work in office a week (can be split-half days)
  • Commit minimum 6 months after passing examinations

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance practices
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Attention to detail and accuracy in financial analysis
  • Ability to work independently and as part of a team
  • Background in Economics, Finance, Business, or related field

Company Description

Pinnacle Consult is a forward-thinking organization based in Singapore, specializing in global estate planning and asset structuring solutions, such as trusts and family fund set-ups. Our tailored services cater to individuals, families, and organizations, providing tax benefits and long-term asset management strategies. Partnering with professionals and institutions worldwide, we aim to create customized solutions that align with our clients' goals and ambitions.

Role Description

This is a part-time hybrid role for a Wealth Management Intern at Pinnacle Consult. The intern will assist in financial planning, investment management, and various financial services related to wealth management.

Requirements

  • Undertake Singapore Capital Markets and Financial Advisory Services (CMFAS) licensing exams (within 2 months),sponsored by company
  • Commit 16 hours of work in office a week (can be split-half days)
  • Commit minimum 6 months after passing examinations

Qualifications

  • Financial Planning and Investment Management skills
  • Experience in Investments and Finance
  • Knowledge of Insurance practices
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • Attention to detail and accuracy in financial analysis
  • Ability to work independently and as part of a team
  • Background in Economics, Finance, Business, or related field