Wealth Management Associate
PINNACLE GLOBAL ASSETS PTE. LTD. Β· Singapore
On-site Β· Full-time Β· SGD 4000β6000 / month Β· Agg source: mycareersfuture
Job description
π Role Overview
Position Type: Full-time entry-level trainee or graduate program.
Core Focus: Transitioning market knowledge into client-facing wealth advisory solutions.
Department:
β Key Responsibilities
Client Engagement: Participate in client meetings and support relationship managers with wealth planning.
Portfolio Analysis: Review existing client portfolios and match them with appropriate investment products.
Financial Modeling: Build basic valuation models, analyze financial statements, and research market trends.
Pitch Preparation: Create presentation decks, investment memos, and client proposal materials.
Compliance & Risk: Ensure all recommendations align with internal bank policies and regulatory requirements