<p><b>What role you will play in team:</b> You’ll be a key member of our wealth management team supporting senior advisors in serving high-net-worth clients.</p><p><b>What you will do:</b>  Your focus will be client relationship support, assisting with financial planning and investment strategies.</p><p><b>Key responsibility:</b><ul><li>Assist in preparing client financial plans and presentations.</li><li>Support advisors in managing client portfolios.</li><li>Conduct research on investment products and strategies.</li><li>Maintain accurate client records and documentation.</li><li>Handle client inquiries and requests in a timely and professional manner.</li><li>Contribute to the overall success of the wealth management team.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>0-1 year of experience in a client-facing role (preferred).</li><li>Strong communication and interpersonal skills.</li><li>Excellent attention to detail and organizational skills.</li><li>Understanding of investment products and financial planning principles.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities.</li><li>Opportunities for career advancement.</li><li>A dynamic and supportive work environment.</li></ul></p><p><b>A Day in the Life:</b> You'll spend your day interacting with clients, conducting research, preparing client documentation, and assisting senior advisors in managing client portfolios.</p>