<p><b>What role you will play in team:</b> You'll support senior advisors in providing comprehensive wealth management services to high-net-worth clients.</p><p><b>What you will do:</b> Assist in portfolio management, client communication and administrative tasks.</p><p><b>Key responsibility:</b><ul><li>Prepare client presentations and reports.</li><li>Maintain client records and databases.</li><li>Assist in portfolio rebalancing and transaction processing.</li><li>Conduct market research and analysis.</li><li>Support client meetings and events.</li><li>Comply with all regulatory requirements.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time-management abilities.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding of investment products and services.</li><li>1-2 years of experience.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Mentorship and training from experienced advisors.</li><li>Collaborative and supportive work environment.</li></ul></p><p><b>A Day in the Life:</b> A day might involve preparing client reports, attending meetings, conducting research, or assisting with transaction processing. You’ll work closely with experienced advisors.</p>