Private Client Advisor (Structured Notes Solutions)

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.