Wealth Management Trainee

📌 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