- Bukit Merah Central Region (Singapore) Singapore
全职 Wealth Management Associate 工作, 薪水 up to SGD 6,000, MyCareersFuture Central Region (Singapore) 公司招聘中 - Ricebowl
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工作地点
职位描述
岗位职责
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
重要安全守则
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