<p><b>What role you will play in team:</b> Provide comprehensive financial planning and investment advice to high-net-worth individuals.</p><p><b>What you will do:</b> Build and maintain client relationships, manage portfolios, and ensure client satisfaction.</p><p><b>Key responsibility:</b><ul><li>Develop and implement comprehensive financial plans for clients.</li><li>Manage investment portfolios, including asset allocation and risk management.</li><li>Provide ongoing financial advice and support to clients.</li><li>Build and maintain strong client relationships.</li><li>Stay updated on market trends and investment opportunities.</li><li>Comply with all regulatory requirements.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Master's degree in Finance or a related field.</li><li>Significant experience in wealth management or a related field.</li><li>Series 7 and 66 licenses required.</li><li>Strong understanding of investment strategies and financial planning.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Proven track record of success in client relationship management.</li></ul></p><p><b>Benefits Included:</b><ul><li>Highly competitive compensation and benefits package.</li><li>Opportunities for career advancement within a prestigious global firm.</li><li>Supportive and collaborative team environment.</li><li>Comprehensive training and development programs.</li><li>Focus on client service and relationship building.</li></ul></p><p><b>A Day in the Life:</b> A day involves meeting with clients, reviewing portfolios, conducting financial planning, and staying abreast of market developments.  Client-focused and relationship-driven.</p>