Wealth Management Specialist

Company Description Pinnacle Consult, part of Pinnacle Advisory Group, is a Singapore-based organization specializing in global estate planning and asset structuring solutions, including trusts and family fund (variable capital company) set-up. Founded by seasoned former bankers, the firm collaborates with professionals and institutions worldwide to deliver sophisticated, compliant, and tax-efficient structures. Pinnacle Consult helps clients organize and protect assets for current and future generations, with a focus on long-term stability and safeguards. The team provides customized solutions tailored to the size, complexity, and ambitions of each client, ranging from individuals to multi-generational families. A strong emphasis on trust, partnership, and client-centric service underpins the firm's continued growth.
Role Description The Wealth Management Specialist is a full-time, on-site role based in Singapore, responsible for advising clients on comprehensive wealth and estate planning strategies. In this role, the specialist meets with clients to understand their financial goals, risk appetite, and family objectives, and develops tailored plans that integrate investments, insurance, and asset structuring solutions. Day-to-day responsibilities include analyzing client portfolios, recommending investment strategies, monitoring performance, and ensuring alignment with regulatory and tax requirements. The specialist will prepare proposals and reports, collaborate with internal and external partners on trust and fund structures, and present recommendations in a clear, client-friendly manner. The role also involves maintaining strong client relationships, responding to inquiries, and staying informed on market trends, regulatory changes, and emerging wealth management solutions.
Qualifications

• Candidates should possess strong Financial Planning and Finance skills to design comprehensive, long-term wealth strategies.
• Candidates should possess Investment Management and Investments skills to construct, monitor, and optimize client portfolios.
• Candidates should possess Insurance-related skills to integrate risk management and protection solutions into overall plans.
• Relevant academic background such as a degree in Finance, Economics, Accounting, Business, or a related field.
• Professional certifications (e.g., CFP, CFA, Chartered Wealth Manager) are advantageous.
• Experience in wealth management, private banking, or financial advisory, preferably with exposure to estate planning and trusts.
• Strong analytical, quantitative, and problem-solving abilities, with attention to detail and regulatory compliance.
• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly to diverse clients.
• High level of integrity, client-centric mindset, and ability to work collaboratively with cross-functional teams.