<p><strong>What role you will play in team:</strong> You will support a team of experienced wealth managers in providing comprehensive financial planning and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong>  You'll assist with client communication, portfolio management, and administrative tasks. You will learn about various investment strategies and financial planning techniques.</p><p><strong>Key responsibility:</strong><ul><li>Assisting with client relationship management</li><li>Preparing client presentations and reports</li><li>Managing client data and documentation</li><li>Conducting financial planning analysis</li><li>Assisting with portfolio management</li><li>Learning different investment strategies and financial planning tools</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field</li><li>Strong analytical and problem-solving skills</li><li>Excellent communication and interpersonal skills</li><li>Proficiency in Microsoft Office Suite</li><li>Interest in financial planning and investment management</li><li>Strong work ethic and attention to detail</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>Supportive and collaborative work environment</li><li>Training and mentorship from experienced wealth managers</li><li>Comprehensive health insurance</li></ul></p><p><strong>A Day in the Life:</strong> Your day might involve client communication, data analysis, preparing reports, attending meetings, and completing administrative tasks. You will be working in a fast-paced and rewarding environment.</p>