全职 Private Wealth Advisor 工作, 薪水, Pinnacle Consult 公司招聘中 - Ricebowl

About the Company

Join a high-performing wealth management team focused on helping individuals, families and business owners grow, protect and transfer their wealth.

About the Role

What You’ll Do

• Build and manage long-term client relationships
• Provide tailored wealth, investment, insurance and estate planning solutions
• Develop new business through networking, referrals and strategic partnerships
• Conduct regular portfolio reviews and identify new planning opportunities
• Deliver a professional, client-first advisory experience

Responsibilities

• Build and manage long-term client relationships
• Provide tailored wealth, investment, insurance and estate planning solutions
• Develop new business through networking, referrals and strategic partnerships
• Conduct regular portfolio reviews and identify new planning opportunities
• Deliver a professional, client-first advisory experience

Qualifications

• Strong communication and relationship-building skills
• Entrepreneurial, driven and results-oriented
• Passionate about wealth management and financial advisory
• Experienced bankers, relationship managers and financial consultants are welcome
• Fresh graduates with leadership potential may also apply

Required Skills

• Strong communication and relationship-building skills
• Entrepreneurial, driven and results-oriented
• Passionate about wealth management and financial advisory

Preferred Skills

• Experienced bankers, relationship managers and financial consultants are welcome
• Fresh graduates with leadership potential may also apply

Pay range and compensation package

Attractive remuneration and career progression

Equal Opportunity Statement

Supportive, ambitious and collaborative team culture. Build a meaningful career. Create lasting impact. Grow with Pinnacle.