Pinnacle Consult – Wealth Management Intern

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