Wealth Management Intern

Company Description Pinnacle Consult, part of Pinnacle Advisory Group, is a forward-looking wealth management organization based in Singapore. Founded by experienced former bankers, the firm partners with professionals and institutions worldwide to deliver global estate planning and asset structuring solutions, including trusts and family fund (variable capital company) setups. Pinnacle Consult helps clients organize and protect assets for future generations with a focus on tax efficiency and long-term safeguards. The team provides customized strategies tailored to the size, complexity, and ambitions of each client, from individuals to multi-generational families. Continued trust from clients and partners has supported the firm's steady growth and strong reputation in the wealth management space.

Role Description The Wealth Management Intern will support advisors and consultants in delivering estate planning, asset structuring, and wealth management solutions to clients. Day-to-day responsibilities include assisting with financial analysis, preparing investment and insurance proposals, conducting market and product research, and helping compile client presentations and reports. The intern will also support client review meetings by updating financial data, organizing documentation, and ensuring compliance with internal policies and regulatory requirements. Collaboration with team members on special projects, such as portfolio reviews and process improvements, is expected. This is a full-time, hybrid role based in Singapore, with a combination of in-office work and some work-from-home flexibility.

Qualifications

• Candidates should possess skills in Finance and Investments, including basic understanding of financial instruments and markets.
• Candidates should possess skills in Financial Planning and Investment Management to support client portfolio reviews and goal-based planning.
• Candidates should possess knowledge of Insurance products and their role in overall wealth and estate planning.
• Candidates should have strong analytical, quantitative, and research skills, with attention to detail and accuracy.
• Candidates should demonstrate clear written and verbal communication skills and the ability to present complex information in a structured manner.
• Candidates should be proficient with productivity tools (e.g., Excel, PowerPoint) and comfortable working with financial data.
• Enrollment in or completion of a degree in Finance, Economics, Business, Accounting, or a related field is preferred.
• Interest in wealth management, estate planning, and client advisory work, with a learning mindset and commitment to professional integrity.