全职 Private Client Advisor (Structured Notes Solutions) 工作, 薪水, Pinnacle Consult 公司招聘中 - Ricebowl

Pinnacle Consult is looking for an experienced Private Client Advisor to join our growing wealth management team, with a strong focus on structured notes and investment solutions for affluent and high-net-worth clients.

Key Responsibilities

• Advise clients on suitable structured notes, investment and wealth management solutions
• Develop and manage long-term relationships with affluent and HNW clients
• Identify investment opportunities based on clients’ objectives, risk profiles and market conditions
• Work closely with internal specialists and product partners to structure appropriate solutions
• Maintain high standards of regulatory compliance and client suitability

Requirements

• Minimum 3 years of wealth management experience in Singapore
• Relevant CMFAS qualifications required
• Prior experience advising on structured products / structured notes
• Strong understanding of investment markets and portfolio solutions
• Proven client relationship management and business development capabilities

Why Pinnacle Consult

Join a platform that provides experienced advisers with greater access to investment solutions, wealth planning capabilities and business growth opportunities, while allowing you to deepen your expertise in the private client segment.

Interested candidates are invited to connect with us for a confidential discussion.