Junior Wealth Advisory Analyst

PINNACLE GLOBAL ASSETS PTE. LTD.; Singapore; On-site; SGD 42,000 - 54,000; Full time

Job summary

PINNACLE GLOBAL ASSETS PTE. LTD. invites graduates to join its wealth advisory trainee program in Singapore. The role focuses on converting market knowledge into client-facing wealth solutions and supporting relationship managers in delivering tailored advice.

You will engage with clients, review portfolios, perform basic financial analysis, and prepare investment memos and proposals, while ensuring compliance with internal policies and regulatory standards.

Qualifications

• Bachelor's degree in Finance, Economics or related field required.
• Strong interest in wealth advisory and markets.

Responsibilities

• Participate in client meetings and support relationship managers with wealth planning.
• Review client portfolios and match investments to goals.
• Build basic valuation models and analyze financial statements.
• Create presentation decks, investment memos and client proposals.
• Ensure recommendations align with bank policies and regulatory requirements.

Skills

Client engagement

Portfolio analysis

Financial modeling

Pitch creation

Compliance awareness

Education

Bachelor's degree in Finance/Economics or related field

Tools

Excel

PowerPoint

Job description

PINNACLE GLOBAL ASSETS PTE. LTD. invites graduates to join its wealth advisory trainee program in Singapore. The role focuses on converting market knowledge into client-facing wealth solutions and supporting relationship managers in delivering tailored advice.

You will engage with clients, review portfolios, perform basic financial analysis, and prepare investment memos and proposals, while ensuring compliance with internal policies and regulatory standards.