Wealth Management Trainee

About the job Investment Management Trainee Pinnacle Consult Pte. Ltd. | Singapore About Pinnacle Consult Pinnacle Consult is a premier wealth advisory platform focused on developing the next generation of investment and financial professionals. We provide structured training, mentorship, and real client exposure to help ambitious individuals build a long-term career in wealth and investment management. Our team works with professionals, business owners, and families to design strategies across investment management, risk planning, estate planning, and wealth preservation. Role Overview The Investment Management Trainee (IMT) programme is designed for individuals who aspire to build a career in investment advisory and wealth management. Through structured training and mentorship, trainees will develop strong foundations in financial markets, portfolio construction, and client advisory. Successful trainees will progress to become Investment Consultants / Wealth Managers managing their own client portfolios. Key Responsibilities • Learn portfolio construction and asset allocation strategies • Analyse global financial markets and investment trends • Assist in designing investment solutions for clients • Support senior advisers in portfolio reviews and client servicing • Participate in client meetings and investment discussions • Build relationships with new clients through networking and referrals • Develop knowledge across investment funds, equities, fixed income, and structured solutions • Stay updated on macroeconomic developments and market movements