<p><b>What role you will play in team:</b> Work with a team of experienced professionals to deliver wealth management solutions to high-net-worth clients.</p><p><b>What you will do:</b> Conduct financial planning, investment management, and tax optimization strategies. </p><p><b>Key responsibility:</b><ul><li>Develop and implement comprehensive financial plans for clients.</li><li>Manage client portfolios across various asset classes.</li><li>Provide advice on tax optimization and estate planning.</li><li>Prepare financial reports and presentations for clients.</li><li>Maintain strong client relationships.</li><li>Stay abreast of changes in tax laws and investment regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>CFA/MBA preferred.</li><li>Strong understanding of financial planning principles.</li><li>Proven experience in wealth management.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive compensation and benefits.</li><li>Opportunities for career advancement.</li><li>Mentorship programs.</li><li>Professional development opportunities.</li><li>A collaborative and supportive environment.</li></ul></p><p><b>A Day in the Life:</b>  Client meetings, financial analysis, report preparation, and collaboration with the team are typical daily tasks.</p>