Investment Trainee
External
Pinnacle Global Assets · Twin Vew, SingaporeS$48K–S$60K/yrFull-timeUnknownToday
ComplianceDocumentation
Prepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
Client Advisory & Relationship Management: Assisting senior advisors with HNW client meetings, estate planning, and trust structuring. Portfolio Analysis: Evaluating client investment portfolios, performing asset allocation, and modeling financial scenarios. Market Research: Synthesizing macroeconomic trends and researching equities, fixed income, and structured products. Operations & Compliance: Ensuring client documentation complies with financial regulations and supporting the middle office.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at PINNACLE GLOBAL ASSETS PTE. LTD.? Share your experience