Total 7 job vacancies by Pinnacle Consult Pte. Ltd.

About the job

Investment Management Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

About the job

Investment Management Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

About the job

Investment Management Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

About the job

Investment Trainee

Pinnacle Consult Pte. Ltd. | Singapore

About Pinnacle Consult

Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management.

Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation.

Role Overview

The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management.

Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory.

Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios.

Key Responsibilities

• Learn portfolio construction and asset allocation strategies

• Analyse global financial markets and investment trends

• Assist in designing investment solutions for clients

• Support senior advisers in portfolio reviews and client servicing

• Participate in client meetings and investment discussions

• Build relationships with new clients through networking and referrals

• Develop knowledge across investment funds, equities, fixed income, and structured solutions

• Stay updated on macroeconomic developments and market movements

Responsibilities

• Portfolio Construction: Build and rebalance model portfolios using equities, fixed income, alternatives, and insurance-wrapped assets (e.g., separate accounts within variable life).

• Policy & Investment Administration: Process new business paperwork, fund insurance policies, set up systematic investment plans (SIPs), and manage premium allocations.

• Due Diligence: Vet sub-account options inside variable universal life (VUL) or variable annuities; compare expense ratios, surrender schedules, and M&E charges.

• Reporting & Reconciliation: Generate consolidated performance reports (time-weighted return, IRR) that include policy cash value growth as part of net worth.

• Regulatory & Compliance: Ensure suitability (Regulation Best Interest, state insurance suitability for annuities), maintain proper licensing, and file all required disclosures.

Responsibilities

• Portfolio Construction: Build and rebalance model portfolios using equities, fixed income, alternatives, and insurance-wrapped assets (e.g., separate accounts within variable life).

• Policy & Investment Administration: Process new business paperwork, fund insurance policies, set up systematic investment plans (SIPs), and manage premium allocations.

• Due Diligence: Vet sub-account options inside variable universal life (VUL) or variable annuities; compare expense ratios, surrender schedules, and M&E charges.

• Reporting & Reconciliation: Generate consolidated performance reports (time-weighted return, IRR) that include policy cash value growth as part of net worth.

• Regulatory & Compliance: Ensure suitability (Regulation Best Interest, state insurance suitability for annuities), maintain proper licensing, and file all required disclosures.

Responsibilities

• Portfolio Construction: Build and rebalance model portfolios using equities, fixed income, alternatives, and insurance-wrapped assets (e.g., separate accounts within variable life).

• Policy & Investment Administration: Process new business paperwork, fund insurance policies, set up systematic investment plans (SIPs), and manage premium allocations.

• Due Diligence: Vet sub-account options inside variable universal life (VUL) or variable annuities; compare expense ratios, surrender schedules, and M&E charges.

• Reporting & Reconciliation: Generate consolidated performance reports (time-weighted return, IRR) that include policy cash value growth as part of net worth.

• Regulatory & Compliance: Ensure suitability (Regulation Best Interest, state insurance suitability for annuities), maintain proper licensing, and file all required disclosures.