<p><b>What role you will play in team:</b> You will work closely with clients to understand their financial goals and develop tailored investment plans.</p><p><b>What you will do:</b> Provide excellent customer service, generate leads, and work with clients to develop comprehensive financial strategies.</p><p><b>Key responsibility:</b><ul><li>Build relationships with high-net-worth individuals.</li><li>Analyze client financial situations and recommend suitable investment products.</li><li>Prepare investment proposals and presentations.</li><li>Monitor client portfolios and make adjustments as needed.</li><li>Stay informed about market trends and investment opportunities.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, business administration, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Proven ability to build and maintain client relationships.</li><li>High level of professionalism and integrity.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development.</li><li>Excellent work environment.</li><li>Opportunity to grow within the company</li></ul></p><p><b>A Day in the Life:</b> You'll spend your day meeting with clients, analyzing their portfolios, and helping them make informed decisions about their investments. Building rapport and understanding client needs is central.</p>