<p><strong>What role you will play in team:</strong>  Assisting senior wealth managers in providing financial advice to clients.</p><p><strong>What you will do:</strong> You will conduct client meetings, prepare financial reports, and maintain client portfolios.</p><p><strong>Key responsibility:</strong><ul><li>Conducting client interviews to understand their financial needs.</li><li>Preparing financial plans and investment recommendations.</li><li>Maintaining accurate client records and portfolios.</li><li>Developing and presenting financial proposals.</li><li>Responding to client inquiries.</li><li>Assisting senior wealth managers with administrative tasks.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in financial planning software.</li><li>Understanding of investment products and strategies.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Professional development opportunities.</li><li>Mentorship program.</li><li>Health insurance.</li><li>Paid time off.</li></ul></p><p><strong>A Day in the Life:</strong> You'll spend your day interacting with clients, analyzing financial data, preparing reports and recommending investment strategies.</p>