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Financial Advisor

1 week ago

Singapore Pinnacle Consult Full time

Be among the first 25 applicants
Pinnacle Consult is an avant-garde organization in Singapore specializing in global estate planning and asset structuring solutions, including trusts & family fund set-up. With a team of seasoned ex-bankers, we provide customized solutions to help clients effectively organize their assets for the next generation with tax benefits and safeguards in place. Our services cater to individuals, families, and organizations of all sizes, reflecting their ambition and trust in our expertise and partners.
Role Description
This is a full-time hybrid role as a Financial Advisor at Pinnacle Consult. The Financial Advisor will be responsible for conducting financial planning, offering financial advisory services, providing retirement planning guidance, managing investments, and ensuring client financial well-being. The role will be based in Singapore with flexibility for remote work.
Qualifications
Financial Planning and Finance skills
S’porean and PR
Experience in Retirement Planning and Financial Advisory
Expertise in Investments
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Certifications such as CFP or CFA are a plus
Experience in wealth management or asset management
Bachelor's or Master's degree in Finance, Economics, or related field
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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