<p><b>What role you will play in team:</b> Provide support to senior wealth managers in creating and managing client portfolios.</p><p><b>What you will do:</b> Analyze financial data, prepare reports, and assist in client meetings.</p><p><b>Key responsibility:</b><ul><li>Analyzing client financial data and creating comprehensive financial plans.</li><li>Preparing client reports and presentations.</li><li>Assisting senior wealth managers in client meetings.</li><li>Researching investment opportunities and products.</li><li>Maintaining client relationships and providing excellent customer service.</li><li>Staying up-to-date on financial market trends and regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or related field.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Excellent organizational and time management skills.</li><li>Attention to detail and commitment to accuracy.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities and certifications.</li><li>Positive and supportive work environment.</li><li>Opportunities for career advancement.</li></ul></p><p><b>A Day in the Life:</b> A day involves analyzing client financial data, preparing reports, attending client meetings, researching investment options, and collaborating with senior wealth managers.</p>