Wealth Management Trainee

PINNACLE GLOBAL ASSETS PTE. LTD.; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

PINNACLE GLOBAL ASSETS PTE. LTD. offers a full-time entry-level trainee or graduate program in Singapore. You will participate in client meetings and support relationship managers with wealth planning, while building foundational advisory skills.

You will review client portfolios, build basic valuation models, prepare investment memos and decks, and ensure all recommendations comply with bank policies and regulations.

Qualifications

• Foundational wealth advisory capabilities including basic valuation models and financial statement analysis.
• Ability to research market trends and prepare investment memos.
• Create client presentation decks and investment proposals.

Responsibilities

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

Skills

Client engagement

Portfolio analysis

Financial modeling

Pitch preparation

Compliance & risk

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