Pinnacle Consult Hiring! Full Time Investment Consultant – Client Portfolio Provided in - Ricebowl

Investment Consultant – Client Portfolio Provided

Location: Singapore

Employment Type: Full-Time

About the Role

We are looking for an Investment Consultant to join our growing wealth management team.

Unlike traditional sales roles, this position comes with clients and qualified opportunities provided, allowing you to focus on what matters most — understanding clients’ investment needs, presenting suitable solutions, and building long-term relationships.

You will work with a range of investment and wealth solutions and support clients in constructing portfolios aligned with their financial objectives and risk profiles.

Key Responsibilities

• Engage with clients and qualified leads provided by the company
• Understand clients’ financial objectives, investment preferences and risk profiles
• Present suitable investment and wealth management solutions
• Conduct portfolio reviews and identify opportunities to enhance existing portfolios
• Build and maintain strong, long-term client relationships
• Keep clients informed on relevant market developments and investment opportunities
• Work closely with internal teams to ensure a professional client experience
• Maintain proper documentation and adhere to regulatory and compliance requirements

What We’re Looking For

• Experience in investment sales, wealth management, banking, financial advisory or relationship management
• Strong communication and client engagement skills
• Genuine interest in financial markets and investment products
• Ability to explain investment concepts clearly and confidently
• Results-driven, professional and client-focused
• Relevant financial advisory qualifications or certifications will be an advantage

Why Join Us

Clients and qualified opportunities are provided.

This role is ideal for professionals who enjoy advising and closing investment opportunities but prefer to spend less time on cold prospecting.

You will benefit from:

• An established client and lead pipeline
• Access to a broad range of investment solutions
• Training and market support
• Attractive performance-based remuneration
• Career progression within a growing wealth management organisation

If you have experience in banking, investments or wealth management and are looking for a platform where you can focus more on clients, investments and results, we would like to hear from you.