Private Wealth Manager

2 days ago

Singapore Summit Planners Cluster Full time

Branch Director of Summit Planners Pinnacle | Executive Vice President at Manulife Financial Advisers | Former Banking Investment Specialist Company Description Summit Planners Pinnacle, founded in 2000, is a team of consultants in Singapore specialising in global estate planning and wealth management solutions. The company helps clients organise their assets for future generations with tax benefits and safeguards in place. Role Description This is a full-time hybrid role for a Private Wealth Manager at Summit Planners Pinnacle. The Private Wealth Manager will be responsible for financial and estate planning, investment management, and overall financial strategy. This role is based in Singapore with flexibility for some remote work. Qualifications Financial Planning, Investment Management, and Finance skills Estate Planning and Certified Financial Planner certification Strong analytical and problem‐solving abilities Excellent communication and interpersonal skills Ability to build and maintain client relationships Bachelor's degree in Finance, Economics, Business, or related field Relevant certifications or licenses (e.g., CFA, CPA) are a plus Seniority level Entry level Employment type Full-time Job function Finance and Sales Downtown Core, Central Singapore Community Development Council, Singapore SGD2,000.00‐SGD6,000.00 1 year ago #J-18808-Ljbffr

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