Investment Associate

PINNACLE GLOBAL ASSETS PTE. LTD.; Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

PINNACLE GLOBAL ASSETS PTE. LTD. in Singapore seeks a full-time entry-level trainee or graduate program participant to translate market knowledge into client-facing wealth advisory solutions.

You will join the Wealth Advisory team to support relationship managers, review portfolios, build basic valuation models, and prepare investment memos and client proposals, while ensuring compliance with regulatory requirements.

Qualifications

• Entry-level candidates with drive to learn wealth advisory.

Responsibilities

• Participate in client meetings and support relationship managers with wealth planning.
• Review existing client portfolios and match them with suitable investment products.
• Build basic valuation models and analyze financial statements.
• Prepare presentation decks, investment memos, and client proposals.
• Ensure recommendations comply with internal policies and regulatory requirements.

Job description

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