Senior Client Advisor (Structured Solutions)

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.