- Clementi West Region (Singapore) Singapore
PINNACLE GLOBAL ASSETS PTE. LTD. Hiring! Full Time Wealth Management Associate in West Region (Singapore), Earn up to SGD 6,000 - Ricebowl
Wealth Management Associate
PINNACLE GLOBAL ASSETS PTE. LTD.
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Job Description
Responsibilities
Role Overview
Position Type:
Full-time entry-level trainee or graduate program.
Core Focus:
Transitioning market knowledge into client-facing wealth advisory solutions.
Department:
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
Position Type:
Full-time entry-level trainee or graduate program.
Core Focus:
Transitioning market knowledge into client-facing wealth advisory solutions.
Department:
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
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