Investment Associate

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