<p><strong>What role you will play in team:</strong> Support wealth managers in providing financial planning and investment advice to high-net-worth clients.</p><p><strong>What you will do:</strong> Conduct client meetings, prepare financial plans, and support investment recommendations.</p><p><strong>Key responsibility:</strong><ul><li>Assist in preparing comprehensive financial plans for high-net-worth individuals.</li><li>Conduct client meetings and gather financial information.</li><li>Analyze investment performance and make recommendations.</li><li>Support the implementation of investment strategies.</li><li>Maintain client relationships and provide exceptional service.</li><li>Stay up-to-date on market trends and regulatory changes.</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 understanding of financial planning principles.</li><li>Knowledge of investment products and strategies.</li><li>Ability to build rapport with high-net-worth clients.</li><li>Proficiency in Microsoft Office Suite.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus potential.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development and advancement.</li><li>A positive and supportive work environment.</li><li>Working with a respected and established firm</li></ul></p><p><strong>A Day in the Life:</strong> A day involves client meetings, financial planning, investment analysis, and supporting wealth managers in providing advice.</p>