Senior Financial Advisor

Pinnacle Consult; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

Pinnacle Consult in Singapore delivers bespoke estate planning and asset structuring solutions.

The Senior Financial Advisor role is full-time and hybrid in Singapore, focusing on comprehensive financial strategies, including estate and retirement planning and investment structuring designed to meet long-term goals.

Qualifications

• Strong expertise in Financial Planning and Financial Advisory.
• Experience in Retirement Planning, wealth preservation, and intergenerational wealth transfer strategies.
• Proficiency in estate planning concepts, trusts, and fund structures.

Responsibilities

• Meet with clients to assess financial needs and prepare tailored financial plans.
• Present recommendations on asset allocation and risk management.
• Monitor client portfolios and provide ongoing reviews.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Wealth Transfer

Estate Planning

Cross-border Regulations

Communication & Presentation

Relationship Management

Integrity & Compliance

Education

Finance/ Economics/ Business degree

CFP

CFA

Job description

Company Description

Pinnacle Consult, part of Pinnacle Advisory Group, is a Singapore-based firm founded by experienced former bankers to deliver innovative global estate planning and asset structuring solutions. The organization partners with professionals and institutions worldwide to provide services such as trusts and family fund (variable capital company) setup tailored to client needs. Pinnacle Consult helps clients organize assets for future generations, ensuring tax efficiency and appropriate safeguards. The firm focuses on customized solutions that align with the scale and ambitions of individuals, families, and organizations, and has grown steadily through the trust placed in its services and partners.

Role Description

The Senior Financial Advisor is a full-time, hybrid role based in Singapore, with a combination of in-office and work-from-home arrangements. This role involves advising clients on comprehensive financial strategies, including estate planning, retirement planning, and investment structuring aligned with their long-term goals. Day-to-day responsibilities include meeting with clients, assessing financial needs, preparing tailored financial plans, and presenting recommendations on asset allocation and risk management. The Senior Financial Advisor will monitor client portfolios, provide ongoing reviews, and adjust strategies in response to market developments and regulatory changes. The role also includes collaborating with legal, tax, and banking partners, maintaining accurate documentation, and supporting business development through relationship management and referrals.

Qualifications

• Strong expertise in Financial Planning and Financial Advisory, with a track record of developing tailored client solutions.
• Solid grounding in Finance and Investments, including portfolio construction, risk assessment, and asset allocation.
• Experience in Retirement Planning, wealth preservation, and intergenerational wealth transfer strategies.
• Proficiency in estate planning concepts, trusts, and fund structures, preferably with exposure to Singapore and cross-border regulations.
• Relevant degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or equivalent are highly beneficial.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts clearly to diverse clients.
• Demonstrated ability to build long-term client relationships and work collaboratively with internal and external stakeholders.
• High level of integrity, discretion, and adherence to regulatory and compliance requirements.