Key Roles

· Provides Financial Planning Services

· Distribute wide range of Financial Products for Investment and Insurance

· Acquire, Advise and Accompany Clients in their Life Financial Journey

· Provide the best accountability, experience, service and follow-up




Career Requirements

· Relevant tertiary educational qualifications is a must (based on MAS requirements)

· Candidates with no financial background are also welcome to apply, as customised training will be provided

· Require to sit for relevant SCI exams, including M5, M8, M8A, M9, M9A and HI

· Excellent communication and interpersonal skills

· Passionate, Diligent and Positive working attitude

· Willing to Learn and Tenacious


Tagged as: banking finance, consultancy, financial planner

About Pinnacle Solution(s) Pte Ltd

We welcome dynamic and hardworking people who puts people's needs above all else. Come onboard and together we will build a successful and meaningful financial planning career. Maximise your potential and excel in this career path today!