Holistic Wealth & Investment Advisor

Pinnacle Consulting & Construction Services, Inc.; Singapore; On-site; SGD 60,000 - 110,000; Full time

Job summary

Pinnacle Consulting & Construction Services, Inc. seeks a Financial Planner to support clients with comprehensive financial planning and wealth management. You will assess goals, risk tolerance, and existing portfolios to provide tailored recommendations and retirement strategies.

Responsibilities include developing wealth accumulation plans, ongoing portfolio reviews, and delivering clear investment guidance to help clients achieve long-term financial objectives.

Qualifications

• Experience in financial planning and wealth management.
• Ability to assess clients' goals, needs and risk appetite.
• Proficiency in portfolio analysis and investment recommendations.

Responsibilities

• Financial planning and wealth management.
• Understand clients' financial goals, needs and risk appetite.
• Provide investment and financial planning recommendations.
• Develop retirement and wealth accumulation strategies.
• Conduct regular portfolio reviews.

Job description

Pinnacle Consulting & Construction Services, Inc. seeks a Financial Planner to support clients with comprehensive financial planning and wealth management. You will assess goals, risk tolerance, and existing portfolios to provide tailored recommendations and retirement strategies.

Responsibilities include developing wealth accumulation plans, ongoing portfolio reviews, and delivering clear investment guidance to help clients achieve long-term financial objectives.