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Wealth Team Leader

1 week ago

Singapore Pinnacle Consult Full time

2 days ago Be among the first 25 applicants
Direct message the job poster from Pinnacle Consult
Company Description
Inspired by an extraordinary vision, Pinnacle Consult is an avant-garde organization in Singapore that provides global estate planning and asset structuring solutions. We work with professionals and institutions worldwide to offer services such as trusts & family fund set-up, ensuring tax benefits and safeguards for our clients. Our customized solutions cater to the unique needs and ambitions of individuals and families, fostering trust and growth.
Role Description
This is a part-time hybrid role as a Wealth Management Team Head at Pinnacle Consult. The role involves overseeing financial planning, investment management, and insurance strategies for clients. While the position is based in Singapore, some remote work is acceptable.
Qualifications
Financial Planning and Investment Management skills
Experience in Investments and Finance
Knowledge of Insurance principles
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skills
Relevant certifications (e.g., CFP, CFA) are a plus
Previous experience in wealth management or financial advisory
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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