<p><b>What role you will play in team:</b> Support senior wealth managers in providing comprehensive financial planning and investment advice to high-net-worth individuals.</p><p><b>What you will do:</b> Conduct client meetings, prepare financial plans, and assist in the management of client portfolios.</p><p><b>Key responsibility:</b><ul><li>Conducting client meetings to gather financial information and understand client needs.</li><li>Preparing comprehensive financial plans that address clients' financial goals.</li><li>Assisting in the management of client portfolios and making investment recommendations.</li><li>Monitoring client accounts and providing regular performance updates.</li><li>Maintaining accurate records and documentation.</li><li>Staying abreast of market trends and regulatory changes.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>0-1 year of experience in wealth management or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding of financial planning principles and investment strategies.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>A collaborative and supportive work environment.</li><li>Exposure to a diverse clientele and a wide range of financial products and services.</li><li>Mentorship from experienced wealth managers.</li></ul></p><p><b>A Day in the Life:</b> A day might involve meeting with clients, preparing financial plans, analyzing investment opportunities, monitoring client accounts and attending training sessions.</p>