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Private Wealth Adviser

Salary undisclosed

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Company Description

Pinnacle Consult is an avant-garde organization based in Singapore that specializes in global estate planning and asset structuring solutions, such as trusts and family fund set-up. With a team of seasoned ex-bankers, we provide customized solutions to clients of all sizes and ambitions, ensuring tax benefits and safeguards are in place for future generations.

Role Description

This is a full-time hybrid role for a Private Wealth Adviser based in Singapore. The Private Wealth Adviser will be responsible for financial planning, business relationship management, estate planning, certified financial planner services, and investments. Some work-from-home flexibility is available for this role.

Qualifications
  • Financial Planning and Investments skills
  • Business Relationship Management skills
  • Estate Planning and Certified Financial Planner credentials
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Knowledge of Singaporean financial regulations and tax laws
  • Bachelor's degree in Finance, Economics, Business, or related field
Company Description

Pinnacle Consult is an avant-garde organization based in Singapore that specializes in global estate planning and asset structuring solutions, such as trusts and family fund set-up. With a team of seasoned ex-bankers, we provide customized solutions to clients of all sizes and ambitions, ensuring tax benefits and safeguards are in place for future generations.

Role Description

This is a full-time hybrid role for a Private Wealth Adviser based in Singapore. The Private Wealth Adviser will be responsible for financial planning, business relationship management, estate planning, certified financial planner services, and investments. Some work-from-home flexibility is available for this role.

Qualifications
  • Financial Planning and Investments skills
  • Business Relationship Management skills
  • Estate Planning and Certified Financial Planner credentials
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Knowledge of Singaporean financial regulations and tax laws
  • Bachelor's degree in Finance, Economics, Business, or related field