<p><strong>What role you will play in team:</strong> You will support the Asset & Wealth Management team in portfolio management, client communication, and administrative tasks.</p><p><strong>What you will do:</strong> You will assist in preparing client reports, maintain accurate records, and support client communication.</p><p><strong>Key responsibility:</strong><ul><li>Assisting in the preparation of client reports and presentations.</li><li>Maintaining client databases and records.</li><li>Supporting client communication and correspondence.</li><li>Performing administrative tasks as required.</li><li>Conducting research on investment opportunities.</li><li>Assisting with portfolio analysis.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and administrative skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Detail-oriented and accurate.</li><li>Familiarity with investment principles (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Positive and supportive work environment.</li></ul></p><p><strong>A Day in the Life:</strong> Supporting client managers, managing data, preparing reports, communicating with clients, and expanding knowledge about investments.</p>