Company Description
Pinnacle Consult is a forward-thinking organization based in Singapore, specializing in global estate planning and asset structuring solutions, such as trusts and family fund set-ups. Our tailored services cater to individuals, families, and organizations, providing tax benefits and long-term asset management strategies. Partnering with professionals and institutions worldwide, we aim to create customized solutions that align with our clients’ goals and ambitions.
Role Description
This is a part-time hybrid role for a Wealth Management Intern at Pinnacle Consult. The intern will assist in financial planning, investment management, and various financial services related to wealth management.
Requirements
Undertake Singapore Capital Markets and Financial Advisory Services (CMFAS) licensing exams within 2 months (company-sponsored)
Commit 16 hours of in-office work per week (can be split into half-days)
Commit to a minimum of 3 months after passing the examinations
Qualifications
Financial planning and investment management skills
Experience in investments and finance
Knowledge of insurance practices
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
High attention to detail and accuracy in financial analysis
Ability to work independently and as part of a team
Background in economics, finance, business, or a related field
Singapore Permanent Residents (PR) and Citizens only
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