Wealth Team Leader

Company Description

Inspired by an extraordinary vision, Pinnacle Consult is an avant-garde organization in Singapore that provides global estate planning and asset structuring solutions. We work with professionals and institutions worldwide to offer services such as trusts & family fund set-up, ensuring tax benefits and safeguards for our clients. Our customized solutions cater to the unique needs and ambitions of individuals and families, fostering trust and growth.

Role Description

The role involves overseeing financial planning, investment management, and insurance strategies for clients. While the position is based in Singapore, some remote work is acceptable.

Qualifications

• Financial Planning and Investment Management skills
• Experience in Investments and Finance
• Knowledge of Insurance principles
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Relevant certifications (e.g., CFP, CFA) are a plus
• Previous experience in wealth management or financial advisory