Wealth Management Trainee

S$4000 - 5000 / மாதத்திற்கு


📌 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

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