Wealth Management Associate

PINNACLE GLOBAL ASSETS PTE. LTD.

Date: 3 days ago

City: Singapore, Singapore

Salary: SGD 4,000 - SGD 6,000 / mo

Contract type: Full time

Role Overview

Position Type: Full-time entry-level trainee or graduate program.

Core Focus: Transitioning market knowledge into client-facing wealth advisory solutions.

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

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