<p><strong>What role you will play in team:</strong> Provide support to senior wealth managers, assisting with client servicing and portfolio management.</p><p><strong>What you will do:</strong> Support client relationship managers by performing tasks related to portfolio management and client communication.</p><p><strong>Key responsibility:</strong><ul><li>Assisting with client portfolio management</li><li>Preparing client reports and presentations</li><li>Maintaining client records and databases</li><li>Conducting research and analysis of investment options</li><li>Responding to client inquiries and requests</li><li>Supporting the team in client meetings and presentations.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or related field</li><li>Excellent communication and interpersonal skills</li><li>Strong analytical and organizational skills</li><li>Proficiency in Microsoft Office Suite</li><li>Knowledge of investment products and strategies</li><li>Client management experience is a plus.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package</li><li>Opportunities for career advancement</li><li>Professional development programs</li><li>Comprehensive training</li><li>Supportive work environment</li></ul></p><p><strong>A Day in the Life:</strong> You’ll support senior wealth managers, preparing reports, conducting research and interacting with clients to ensure exceptional service.</p>