<p><b>What role you will play in team:</b> You will be responsible for building and maintaining strong relationships with high-net-worth individuals, providing them with comprehensive wealth management advice.</p><p><b>What you will do:</b> Manage client portfolios, develop financial plans, and offer investment solutions.</p><p><b>Key responsibility:</b><ul><li>Build and maintain strong relationships with high-net-worth clients.</li><li>Develop and implement comprehensive financial plans for clients.</li><li>Manage client portfolios and provide investment recommendations.</li><li>Offer a range of wealth management services, including investment management, tax planning, and estate planning.</li><li>Stay up-to-date on market trends and regulatory changes.</li><li>Maintain accurate client records and documentation.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, economics, or a related field (MBA or CFP preferred).</li><li>Experience in wealth management or a related field.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong understanding of financial markets and investment products.</li><li>Series 7 and 66 licenses (or equivalent).</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development.</li><li>A supportive and collaborative work environment.</li><li>Health insurance and other benefits.</li></ul></p><p><b>A Day in the Life:</b>  You'll start by reviewing market updates, then engage with clients, analyze their financial situations, provide investment advice, and follow up on portfolio performance.</p>