Wealth Transition Program: Sign-On Bonus & Career Growth

Pinnacle Consult; Singapore; On-site; SGD 90,000 - 120,000; Full time

Benefits offered by this job

Sign-on bonus

Leads & marketing support

Mentorship and training

Wealth solutions coverage

Performance rewards

Career progression

Job summary

Pinnacle Consult is seeking professionals for its Wealth Transition Program in Singapore to help clients with wealth accumulation, investments and estate planning. You will build long-term relationships with affluent clients and develop tailored financial solutions while growing your own client portfolio with the support of a dynamic wealth advisory team.

The role offers comprehensive training, mentorship, and performance-based rewards, with sign-on incentives and a pathway for leadership and

Qualifications

• Experienced financial advisers, bankers and wealth management professionals seeking a better platform.
• Mid-career professionals looking for a meaningful career transition.
• Ambitious individuals with strong interpersonal and relationship-building skills.
• Self-motivated, entrepreneurial and driven to succeed.

Responsibilities

• Advise clients on wealth accumulation, investment management, retirement and estate planning.
• Build and manage long-term relationships with affluent individuals and families.
• Develop tailored financial solutions across investments, insurance and legacy planning.
• Expand your client portfolio through networking, referrals and marketing initiatives.
• Work alongside experienced wealth professionals to grow your business.

Skills

Interpersonal skills

Relationship-building

Self-motivated

Entrepreneurial mindset

Driven to succeed

Job description

Pinnacle Consult is seeking professionals for its Wealth Transition Program in Singapore to help clients with wealth accumulation, investments and estate planning. You will build long-term relationships with affluent clients and develop tailored financial solutions while growing your own client portfolio with the support of a dynamic wealth advisory team.

The role offers comprehensive training, mentorship, and performance-based rewards, with sign-on incentives and a pathway for leadership and