Private Wealth Advisor

Pinnacle Consulting & Construction Services, Inc.; Singapore; Hybride; SGD 120 000 - 180 000; Plein temps

Résumé du poste

Pinnacle Consult (Pinnacle Advisory Group) in Singapore seeks a Private Wealth Advisor for a full-time, hybrid role with option for part-time work from home. You will provide holistic financial and estate planning, and tailor investment strategies to clients' long-term goals.

Day-to-day duties include client meetings, portfolio analysis, and recommending structures such as trusts and family funds, along with plans, market research, regulatory compliance, and business development for the private

Qualifications

• Strong financial advisory skills including financial planning and investments.
• Estate planning expertise with trusts, family funds, cross-border structuring.
• Experience in business relationship management and long-term client engagement.
• CFP certification preferred or equivalent professional credentials.
• Bachelor's degree in Finance, Economics, Business or related field; advanced qualifications are an advantage.
• Solid understanding of Singapore regulatory and tax environment for wealth and estate planning.
• Excellent analytical, communication, and presentation skills with client-centric mindset.
• Ability to work in a hybrid environment and manage multiple client engagements.

Responsabilités

• Advise clients on comprehensive financial planning, estate planning, and investments aligned with long-term objectives.
• Meet with clients regularly to understand circumstances, analyze portfolios, and recommend structures such as trusts and family funds.
• Prepare financial plans, conduct market and product research, monitor client portfolios.
• Ensure compliance with relevant regulations.
• Cultivate and maintain strong relationships with clients and external partners to grow the private wealth practice.

Connaissances

Financial Planning & Investments

Estate Planning

Business Relationship Mgmt

Regulatory & Tax Knowledge

Analytical & Presentation Skills

Cross-border Structuring

Client Centric Mindset

Formation

Bachelor's degree in Finance/Economics/Business

CFP certification (preferred)

Singapore regulatory & tax familiarity

Description du poste

Company Description

Pinnacle Consult (Pinnacle Advisory Group) is an innovative Singapore-based organization founded by experienced former bankers to deliver global estate planning and asset structuring solutions. The firm works closely with professionals and institutions worldwide to support clients with trusts, family funds, and variable capital company structures. Pinnacle Consult helps clients organize and protect their assets for future generations, with a focus on tax efficiency and robust safeguards. The team provides customized solutions tailored to the scale and ambition of each client, ranging from individuals to multi-generational families. Continuous trust from clients and partners has enabled the firm to grow and strengthen its position in the private wealth and estate planning space.

Role Description

The Private Wealth Advisor is a full-time, hybrid role based in Singapore, with flexibility for part-time work from home. This role involves advising clients on comprehensive financial planning, estate planning, and investment strategies aligned with their long-term objectives. The advisor will meet with clients regularly to understand their circumstances, analyze portfolios, and recommend appropriate structures such as trusts and family funds. Day-to-day responsibilities include preparing financial plans, conducting market and product research, monitoring client portfolios, and ensuring compliance with relevant regulations. The advisor will also cultivate and maintain strong relationships with clients and external partners, supporting business development and contributing to the growth of Pinnacle Consult’s private wealth practice.

Qualifications

• Strong financial advisory skills, including Financial Planning and Investments, with the ability to design holistic wealth strategies.


• Expertise in Estate Planning, including familiarity with trusts, family funds, and cross-border asset structuring.


• Experience in Business Relationship Management, with a track record of building and sustaining long-term client relationships.


• Relevant professional certification such as Certified Financial Planner (CFP) or equivalent is preferred.


• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced qualifications are an advantage.


• Solid understanding of Singapore’s regulatory and tax environment for wealth and estate planning.


• Excellent analytical, communication, and presentation skills, with high professional integrity and client-centric mindset.


• Ability to work effectively in a hybrid environment, manage multiple client engagements, and collaborate with internal and external stakeholders.