<p><b>What role you will play in team:</b> Assist senior wealth managers in providing comprehensive financial planning services to clients.</p><p><b>What you will do:</b> Conduct client meetings, gather financial information, and prepare financial plans. </p><p><b>Key responsibility:</b><ul><li>Conducting client meetings to gather financial information.</li><li>Preparing financial plans and investment recommendations.</li><li>Assisting with the implementation of financial plans.</li><li>Maintaining client records and documentation.</li><li>Responding to client inquiries and requests.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or a related field.</li><li>Strong communication and interpersonal skills.</li><li>Basic understanding of financial planning principles.</li><li>Proficiency in Microsoft Office Suite.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary.</li><li>Comprehensive training program.</li><li>Opportunities for advancement.</li><li>A supportive team environment.</li></ul></p><p><b>A Day in the Life:</b> You will spend your days assisting senior managers, learning about financial planning, and interacting with clients. </p>