jobs in PINNACLE GLOBAL ASSETS PTE. LTD.

PINNACLE GLOBAL ASSETS PTE. LTD. Hiring! Full Time Wealth Financial Manager in West Region (Singapore), Earn up to SGD 7,000 - Ricebowl

Wealth Financial Manager

PINNACLE GLOBAL ASSETS PTE. LTD.

SGD5,000 - SGD7,000 Per Month

Full Time

Clementi, West Region (Singapore)

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Working Location

  • Clementi West Region (Singapore) Singapore

Job Description

Responsibilities

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.
  • Management: To manage a team of associates, to guide & teach. Assuring team KPI is met.

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