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Investment Associate: Wealth Strategy & Client Growth

Company

PINNACLE CONSULT PTE. LTD.

Location

singapore, singapore

Posted

July 03, 2026

Position Overview

Responsibilities

  • Work alongside senior wealth managers on real client cases
  • Support financial planning, portfolio construction, and investment research
  • Participate in client meetings and strategy discussions
  • Develop skills in relationship management and business development
  • Build deep understanding in retirement planning, wealth accumulation, and legacy strategies
  • Receive structured coaching, performance feedback, and industry exam preparation support
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