<p><strong>What role you will play in team:</strong> Support senior wealth managers in providing financial advice and investment solutions to high-net-worth clients.</p><p><strong>What you will do:</strong> Prepare client presentations, gather client information, analyze financial data, assist in portfolio construction.</p><p><strong>Key responsibility:</strong><ul><li>Assisting senior wealth managers in providing financial planning and investment advice to clients.</li><li>Preparing client presentations and reports.</li><li>Gathering and analyzing client financial data.</li><li>Assisting in the construction and management of client portfolios.</li><li>Maintaining client relationships and providing excellent customer service.</li><li>Staying up-to-date on investment products and market trends.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>0-1 year of experience in wealth management.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding 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.</li><li>Mentorship from experienced wealth managers.</li><li>Supportive and collaborative work environment.</li></ul></p><p><strong>A Day in the Life:</strong> Includes client interaction, data analysis, report preparation, and collaboration with senior managers.</p>