Senior Client Advisor (Structured Solutions)

About Pinnacle Consult

Pinnacle Consult is a Singapore-based wealth advisory firm under Pinnacle Advisory Group, specialising in estate planning, asset structuring, trusts, and family wealth solutions. Established by seasoned ex-bankers, the firm collaborates with professional partners and institutions to craft bespoke strategies for affluent and high-net-worth individuals, assisting families in protecting, structuring, and transferring wealth over generations.

Role Overview

The Senior Client Advisor (Structured Solutions) position is a full-time, hybrid role based in Singapore. The role involves delivering advisory services to clients regarding complex wealth, estate, and succession planning solutions.

Key Responsibilities

• Provide advisory services to affluent and high-net-worth clients on estate planning, trusts, asset structuring, and insurance-related solutions.
• Establish and nurture enduring relationships with clients.
• Perform client needs assessments and formulate tailored wealth strategies.
• Effectively communicate intricate solutions in practical terms.
• Collaborate with internal experts and external professional partners.
• Assist in execution, periodic reviews, and ongoing client support.
• Stay informed about pertinent regulatory, tax, and wealth planning updates.
• Aid in client acquisition and contribute to business growth.

Candidate Profile

• Background in private banking, wealth management, financial advisory, fiduciary services, or insurance solutions.
• Solid relationship management and client advisory experience.
• Proficient knowledge of estate planning, trusts, and wealth structuring principles.
• Hands-on experience with insurance products relevant to wealth and succession planning.
• Strong communication and presentation capabilities.
• Analytical mindset with great attention to detail.
• High standards of integrity, confidentiality, and professionalism.
• Degree in Finance, Business, Law, Economics, or closely related areas.
• Professional certifications such as CFP, STEP, or equivalents are a plus.

Why Join Pinnacle Consult?

Become part of an expanding private wealth platform offering opportunities to work on sophisticated client engagements, broad wealth solutions, and multi-generational family wealth strategies, fostering meaningful client connections with affluent and high-net-worth individuals.