<p><b>What role you will play in team:</b>Support the team in providing wealth management services to high-net-worth individuals.</p><p><b>What you will do:</b>Assist in portfolio management, financial planning, and client communication. </p><p><b>Key responsibility:</b><ul><li>Prepare financial plans for clients based on their financial goals.</li><li>Assist in managing client portfolios.</li><li>Research investment options and provide recommendations.</li><li>Maintain client records and ensure regulatory compliance.</li><li>Communicate effectively with clients.</li><li>Collaborate with other team members to provide exceptional client service.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of financial planning principles.</li><li>Good communication and interpersonal skills.</li><li>Ability to work independently and as part of a team.</li><li>Proficiency in Microsoft Office suite.</li><li>Attention to detail and accuracy.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities.</li><li>A supportive and collaborative work environment.</li><li>Health insurance and paid time off.</li><li>Employee recognition programs.</li></ul></p><p><b>A Day in the Life:</b>A day may involve client interaction, financial planning tasks, market research, and team collaboration. </p>