Wealth Management Specialist

Pinnacle Consulting & Construction Services, Inc.; Singapore; On-site; SGD 80,000 - 180,000; Full time

Job summary

Pinnacle Consult, part of Pinnacle Advisory Group, based in Singapore, seeks a Wealth Management Specialist to advise clients on comprehensive wealth and estate planning strategies. The role involves assessing goals, risk appetite, and family objectives, and developing tailored plans that integrate investments, insurance, and asset structures.

You will prepare proposals, monitor portfolios, stay compliant with regulations and tax rules, and maintain strong client relationships while

Qualifications

• Strong financial planning and finance skills to design comprehensive wealth strategies.
• Experience designing and implementing investment portfolios and monitoring performance.
• Ability to integrate insurance, investments and asset structuring into client plans.
• Regulatory and tax considerations should be understood and applied.

Responsibilities

• Meet with clients to understand goals, risk appetite and family objectives.
• Develop tailored wealth and estate plans integrating investments and protections.
• Analyze client portfolios, recommend strategies and monitor results.
• Prepare proposals and reports; collaborate with partners on trusts and fund structures.
• Maintain strong client relationships and stay updated on market and regulatory changes.

Skills

Financial Planning

Investment Management

Insurance

Education

Finance degree

Economics degree

Accounting degree

Job description

Company Description

Pinnacle Consult, part of Pinnacle Advisory Group, is a Singapore-based organization specializing in global estate planning and asset structuring solutions, including trusts and family fund (variable capital company) set-up. Founded by seasoned former bankers, the firm collaborates with professionals and institutions worldwide to deliver sophisticated, compliant, and tax-efficient structures. Pinnacle Consult helps clients organize and protect assets for current and future generations, with a focus on long-term stability and safeguards. The team provides customized solutions tailored to the size, complexity, and ambitions of each client, ranging from individuals to multi-generational families. A strong emphasis on trust, partnership, and client-centric service underpins the firm's continued growth.

Role Description

The Wealth Management Specialist is a full-time, on-site role based in Singapore, responsible for advising clients on comprehensive wealth and estate planning strategies. In this role, the specialist meets with clients to understand their financial goals, risk appetite, and family objectives, and develops tailored plans that integrate investments, insurance, and asset structuring solutions. Day-to-day responsibilities include analyzing client portfolios, recommending investment strategies, monitoring performance, and ensuring alignment with regulatory and tax requirements. The specialist will prepare proposals and reports, collaborate with internal and external partners on trust and fund structures, and present recommendations in a clear, client-friendly manner. The role also involves maintaining strong client relationships, responding to inquiries, and staying informed on market trends, regulatory changes, and emerging wealth management solutions.

Qualifications

• Candidates should possess strong Financial Planning and Finance skills to design comprehensive, long-term wealth strategies.
• Candidates should possess Investment Management and Investments skills to construct, monitor, and optimize client portfolios.
• Candidates should possess Insurance-related skills to integrate risk management and protection solutions into overall plans.
• Relevant academic background such as a degree in Finance, Economics, Accounting, Business, or a related field.
• Professional certifications (e.g., CFP, CFA, Chartered Wealth Manager) are advantageous.
• Experience in wealth management, private banking, or financial advisory, preferably with exposure to estate planning and trusts.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and regulatory compliance.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly to diverse clients.
• High level of integrity, client-centric mindset, and ability to work collaboratively with cross-functional teams.