Wealth Management Trainee — Client-Focused Advisor

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

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.