Investment Associate

About Us

Pinnacle Consult is a leading wealth management firm under Manulife Financial Advisers, known for our strength in high-net-worth estate planning, trusts, and investment strategies.

At Pinnacle, we build advisers into trusted consultants—equipping them with the tools, structure, and leadership to succeed in today's evolving financial landscape.

The Role

As an Investment Associate, you will work closely with senior advisers and leaders to deliver holistic wealth solutions to clients, with a strong focus on investments, portfolio construction, and long-term financial planning.

This is an ideal entry point for individuals who want to build a serious career in wealth management, with structured mentorship and clear progression.

Key Responsibilities

• Support senior consultants in portfolio construction and investment proposals
• Analyse market trends and translate insights into client strategies
• Assist in structuring solutions across unit trusts, ILPs, bonds, and insurance-based portfolios
• Prepare client presentations and participate in meetings
• Build and maintain relationships with clients and prospects
• Continuously upgrade financial knowledge and advisory skills

What We're Looking For

• Degree or diploma in Business, Finance, or related fields
• Strong interest in investments, markets, and wealth management
• Good communication and interpersonal skills
• Self-driven, disciplined, and willing to learn
• No experience required – training will be provided

What You'll Get

• Structured training & mentorship from experienced leaders
• Clear progression pathway to Financial Consultant / Management roles
• Exposure to HNW clients and complex wealth structures (trusts, estate planning)
• Competitive remuneration (allowance + performance-based incentives)
• A collaborative and high-performance team environment

Why Join Us

At Pinnacle Consult, you're not just starting a job—you're building a long-term career with:

• A strong brand in the HNW space
• Proven systems for client acquisition and advisory
• Leadership development opportunities

Apply Now

If you're serious about building a career in wealth management, we'd love to speak with you.