<p><b>What role you will play in team:</b> You will assist senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth clients.</p><p><b>What you will do:</b> Prepare client presentations, conduct market research, and support client relationship management activities.</p><p><b>Key responsibility:</b><ul><li>Assist in the preparation of financial plans and investment strategies.</li><li>Conduct research on investment products and market trends.</li><li>Prepare client presentations and reports.</li><li>Maintain client databases and records.</li><li>Support client relationship management efforts.</li><li>Contribute to team meetings and discussions.</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 analytical and problem-solving abilities.</li><li>Familiarity with financial planning concepts.</li><li>Proficiency in Microsoft Office Suite.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits package.</li><li>Opportunities for professional growth and development.</li><li>A supportive and collaborative work environment.</li><li>Excellent training and mentorship opportunities.</li></ul></p><p><b>A Day in the Life:</b> Includes preparing client reports, conducting market research, attending client meetings, and collaborating with colleagues to provide exceptional financial services.</p>