<p><b>What role you will play in team:</b> You will assist in providing comprehensive wealth management services to high-net-worth individuals.</p><p><b>What you will do:</b> You will support financial planning, investment management, and client relationship management functions.</p><p><b>Key responsibility:</b><ul><li>Analyze client financial data and prepare financial plans.</li><li>Assist in developing and implementing investment strategies.</li><li>Prepare regular reports on client portfolios.</li><li>Maintain strong client relationships.</li><li>Assist with client onboarding and documentation.</li><li>Stay current with relevant regulations and industry best practices.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or Economics.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills.</li><li>Knowledge of financial planning and investment management principles.</li><li>Proficiency in Microsoft Excel and financial software.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional development and career advancement.</li><li>A supportive and collaborative work environment.</li><li>Health Insurance</li><li>Paid leaves</li></ul></p><p><b>A Day in the Life:</b> Your day will involve analyzing client data, researching investment options, communicating with clients and preparing reports and presentations.</p>