<p><b>What role you will play in team:</b> You will assist in supporting the wealth management team with various tasks related to client portfolios and investment strategies.</p><p><b>What you will do:</b> Support financial analysis, client interaction, and administrative tasks.</p><p><b>Key responsibility:</b><ul><li>Assist in preparing client reports and presentations.</li><li>Conduct research on investment opportunities.</li><li>Help manage client data and records.</li><li>Support the team with administrative tasks as needed.</li><li>Learn the basics of financial planning and portfolio management.</li><li>Participate in team meetings.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Pursuing a bachelor's degree in finance, economics, or a related field.</li><li>Strong interest in wealth management.</li><li>Excellent organizational and communication skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Basic understanding of financial markets.</li></ul></p><p><b>Benefits Included:</b><ul><li>Exposure to a dynamic work environment.</li><li>Opportunity to learn from experienced professionals.</li><li>Networking opportunities within the financial industry.</li><li>Mentorship and guidance from senior staff.</li><li>Potential for future employment opportunities.</li></ul></p><p><b>A Day in the Life:</b> You will assist with client communication, research tasks, data entry, and learn about various investment strategies.</p>