Director, Financial Services

Pinnacle Consult; Singapore; On-site; SGD 200,000 - 320,000; Full time

Job summary

Pinnacle Consult in Singapore invites an experienced Director, Financial Services to join our wealth management team. You will focus on financial advisory and investment solutions for affluent and high-net-worth clients.

You will advise on structured notes, build long-term relationships and identify investment opportunities while ensuring regulatory compliance and suitability for clients.

Qualifications

• Minimum 3 years of wealth management experience in Singapore.
• Strong understanding of investment markets and portfolio solutions.
• Proven client relationship management and business development capabilities.

Responsibilities

• Advise clients on suitable structured notes, investment and wealth management solutions.
• Develop and manage long-term relationships with affluent and HNW clients.
• Identify investment opportunities based on clients’ objectives, risk profiles and market conditions.
• Work closely with internal specialists and product partners to structure appropriate solutions.
• Maintain high standards of regulatory compliance and client suitability.

Job description

Pinnacle Consult is looking for an experienced Director, Financial Services to join our growing wealth management team, with a strong focus on financial advisory and investment solutions for affluent and high-net-worth clients.

Key Responsibilities

• Advise clients on suitable structured notes, investment and wealth management solutions
• Develop and manage long-term relationships with affluent and HNW clients
• Identify investment opportunities based on clients’ objectives, risk profiles and market conditions
• Work closely with internal specialists and product partners to structure appropriate solutions
• Maintain high standards of regulatory compliance and client suitability

Requirements

• Minimum 3 years of wealth management experience in Singapore
• Strong understanding of investment markets and portfolio solutions
• Proven client relationship management and business development capabilities

Why Pinnacle Consult

Join a platform that provides experienced advisers with greater access to investment solutions, wealth planning capabilities and business growth opportunities, while allowing you to deepen your expertise in the private client segment.

We represent Manulife Financial Advisers Pte Ltd, a leading open architecture financial advisory platform that provides a full suite of financial solutions including insurance, investment, structured products and estate planning solutions.