<p><b>What role you will play in team:</b> Collaborate with a team to provide financial planning and investment advice to high-net-worth clients.</p><p><b>What you will do:</b>  Provide personalized financial advice, manage client portfolios, and build strong client relationships.</p><p><b>Key responsibility:</b><ul><li>Conducting financial needs analysis for clients.</li><li>Developing and implementing financial plans.</li><li>Managing client portfolios, including investments and asset allocation.</li><li>Providing ongoing financial advice and support.</li><li>Building and maintaining strong client relationships.</li><li>Staying up-to-date on market trends and financial regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of financial products and services.</li><li>Proven ability to build and maintain client relationships.</li><li>Knowledge of investment strategies and portfolio management.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career growth.</li><li>A supportive and collaborative work environment.</li><li>Comprehensive training program.</li></ul></p><p><b>A Day in the Life:</b> You'll start by connecting with clients, reviewing their financial situations and offering tailored advice. You'll spend time managing portfolios and building rapport with clients to foster long-term relationships.</p>