Private Wealth Manager

Company Description

Summit Planners Pinnacle, founded in 2000, is a team of consultants in Singapore specializing in global estate planning and wealth management solutions. The company helps clients organize their assets for future generations with tax benefits and safeguards in place. #thepinnacleadvantage

Role Description

This is a full-time hybrid role for a Private Wealth Manager at Summit Planners Pinnacle. The Private Wealth Manager will be responsible for financial and estate planning, investment management, and overall financial strategy. This role is based in Singapore with flexibility for some remote work.

Qualifications

• Financial Planning, Investment Management, and Finance skills
• Estate Planning and Certified Financial Planner certification
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications or licenses (e.g., CFA, CPA) are a plus