- Clementi West Region (Singapore) Singapore
全职 Wealth Management Associate 工作, 薪水 up to SGD 6,000, PINNACLE GLOBAL ASSETS PTE. LTD. West 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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