<p><strong>What role you will play in team:</strong> Contributing to a team focused on providing personalized wealth management solutions to high-net-worth individuals.</p><p><strong>What you will do:</strong> Assisting senior wealth managers in client interaction, financial planning, and investment management.</p><p><strong>Key responsibility:</strong><ul><li>Preparing financial plans and investment proposals</li><li>Conducting client meetings and presentations</li><li>Maintaining client relationships</li><li>Monitoring client portfolios</li><li>Preparing reports and presentations</li><li>Staying 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, Economics, or related field</li><li>Strong understanding of financial planning and investment management</li><li>Excellent communication and interpersonal skills</li><li>Ability to build rapport with high-net-worth clients</li><li>Strong analytical and problem-solving skills</li><li>Proficiency in Microsoft Office Suite</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional development and advancement</li><li>Collaborative and supportive work environment</li><li>Mentorship from experienced wealth managers</li><li>Opportunity to work with high-net-worth individuals</li></ul></p><p><strong>A Day in the Life:</strong> A day might involve client meetings, financial planning, portfolio monitoring, research, and report preparation.</p>