<p><strong>What role you will play in team:</strong> You will work closely with senior wealth managers to provide comprehensive financial planning and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong>  You will assist in portfolio construction, financial planning, and client communication, developing strong client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Assisting in the development of comprehensive financial plans for clients.</li><li>Preparing investment proposals and presentations.</li><li>Conducting research and analysis on investment products.</li><li>Monitoring client portfolios and providing regular updates.</li><li>Maintaining accurate client records and documentation.</li><li>Supporting senior wealth managers in all aspects of client service.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, 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>Understanding of investment products and strategies.</li><li>Knowledge of financial planning principles.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>A collaborative and supportive work environment.</li><li>Bonus structure</li><li>Health insurance.</li></ul></p><p><strong>A Day in the Life:</strong> A typical day involves client interaction, financial analysis, report preparation, and collaboration with team members.</p>