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Wealth Financial Consultant

pinnacle global assets pte. ltd.
1-4 Years
SGD 4,000 - 7,000 per month
Singapore, West Coast
  • Posted 7 hours ago
  • Be among the first 10 applicants

Job Description

Key Responsibilities

  • Financial Planning: Create personalized plans for retirement, wealth transfer, and asset growth.
  • Portfolio Management: Monitor market trends, rebalance investments, and review client assets.
  • Client Relations: Build trust, understand changing client needs, and provide ongoing support.
  • Product Advisory: Recommend suitable solutions across investments, savings, and protection.

More Info

Job Type:
Permanent Job
Industry:
Other
Function:
Finance
Employment Type:
Full time

Job ID: 151723023

Last Updated: 29-07-2026 04:59:18 PM
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