Private Wealth Advisor

Company Description Pinnacle Consult is part of Pinnacle Advisory Group, an innovative organization founded by experienced former bankers to deliver global estate planning and asset structuring solutions. Based in Singapore, the firm works with professionals and institutions worldwide to set up structures such as trusts and family funds (including variable capital companies). Pinnacle Consult helps clients organize and protect assets for future generations with tax-efficient strategies and robust safeguards. The team focuses on tailored solutions that align with each client’s scale and ambition, serving individuals, families, and closely held entities. Continued client trust has enabled the firm to expand its capabilities and service offerings over time.

Role Description The Private Wealth Advisor is a full-time, on-site role based in Singapore. This role is responsible for providing comprehensive wealth management advice, including financial planning, investment recommendations, and estate planning strategies tailored to high-net-worth individuals and families. Day-to-day activities include meeting with clients, assessing their goals and risk profiles, designing and presenting customized wealth plans, and coordinating with legal, tax, and banking partners to implement structures such as trusts and family funds. The Private Wealth Advisor will monitor portfolios and estate structures, prepare reports, and proactively recommend adjustments in response to market developments and client needs. The role also involves developing new client relationships, maintaining long-term partnerships, and upholding regulatory and compliance standards in all advisory activities.

Qualifications

• Strong financial planning capabilities, including experience in comprehensive wealth management and retirement planning.
• Estate planning expertise, with practical knowledge of trusts, family funds, and cross-border succession planning.
• Investment skills covering portfolio construction, asset allocation, and risk management for private clients.
• Business relationship management abilities, with a track record of building and sustaining long-term client relationships.
• Relevant professional credentials such as Certified Financial Planner (CFP) or equivalent regional qualifications.
• Bachelor’s degree or higher in Finance, Economics, Business, Accounting, or a related discipline.
• Familiarity with Singapore’s regulatory and tax environment, and experience working with legal and tax advisors.
• Excellent analytical, communication, and presentation skills, with the ability to explain complex concepts clearly.
• High ethical standards, discretion with confidential information, and a client-centric approach to advisory work.