Wealth Advisory Trainee: Client Modeling & Pitches

PINNACLE GLOBAL ASSETS PTE. LTD.; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

Pinnacle Global Assets Pte. Ltd. in Singapore is seeking a full-time, entry-level trainee or graduate program candidate to transition market knowledge into client-facing wealth advisory solutions.

You will participate in client meetings, support relationship managers with wealth planning, review portfolios, and build basic valuation models. This role offers exposure to investment products, compliance standards, and market research.

Qualifications

• Analytical mindset with ability to interpret financial data.
• Strong communication to support client meetings.
• Interest in wealth management and advisory services.

Responsibilities

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

Skills

Analytical skills

Communication skills

Financial literacy

Education

Bachelor's degree in Finance, Economics, or related field

Tools

MS Excel

PowerPoint

Job description

Pinnacle Global Assets Pte. Ltd. in Singapore is seeking a full-time, entry-level trainee or graduate program candidate to transition market knowledge into client-facing wealth advisory solutions.

You will participate in client meetings, support relationship managers with wealth planning, review portfolios, and build basic valuation models. This role offers exposure to investment products, compliance standards, and market research.