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

About Pinnacle Consult

Pinnacle Consult, part of Pinnacle Advisory Group, is a Singapore-based wealth advisory firm specialising in estate planning, asset structuring, trusts and family wealth solutions.

Founded by experienced former bankers, we work with professional partners and institutions to design tailored strategies for affluent and high-net-worth clients—helping families protect, structure and transfer wealth across generations.

The Role

We are looking for a Senior Client Advisor (Structured Solutions) to join our growing team in Singapore.

This is a full-time hybrid role focused on advising clients on sophisticated wealth, estate and succession planning solutions.

You will:

• Advise affluent and HNW clients on estate planning, trusts, asset structuring and insurance-based solutions
• Build and manage long-term client relationships
• Conduct needs analyses and develop customised wealth strategies
• Present complex solutions in a clear and practical manner
• Coordinate with internal specialists and external professional partners
• Support implementation, reviews and ongoing client servicing
• Keep abreast of relevant regulatory, tax and wealth-planning developments
• Contribute to client acquisition and business development

Who We’re Looking For

We’d like to meet professionals with experience in private banking, wealth management, financial advisory, fiduciary services or insurance solutions.

Ideally, you have:

• Strong relationship management and client advisory skills
• Good understanding of estate planning, trusts and wealth structuring
• Experience with insurance solutions used in wealth and succession planning
• Excellent communication and presentation skills
• Strong analytical ability and attention to detail
• High levels of integrity, discretion and professionalism
• A degree in Finance, Business, Law, Economics or a related field

CFP, STEP or other relevant professional qualifications are advantageous.

Why Join Pinnacle Consult?

Join a growing private wealth platform where you can work on more sophisticated client cases, broader wealth solutions and long-term family wealth strategies—while building meaningful relationships with affluent and high-net-worth clients.