Investment trainee
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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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