Wealth Management Associate

PINNACLE GLOBAL ASSETS PTE. LTD.

Singapore

On-site

SGD 42,000 - 54,000

Full time

5 days ago

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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

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