<p><b>What role you will play in team:</b> You will be part of a team providing financial planning and investment advice to high-net-worth individuals. You will assist in developing financial plans and managing client portfolios.</p><p><b>What you will do:</b> Conduct client meetings, analyze financial data, prepare financial plans, and manage client portfolios. You'll also assist with marketing and client relationship management.</p><p><b>Key responsibility:</b><ul><li>Conduct client meetings to understand financial goals and objectives.</li><li>Analyze financial data and prepare comprehensive financial plans.</li><li>Develop and manage investment portfolios aligned with client risk tolerance.</li><li>Prepare investment reports and presentations.</li><li>Maintain strong client relationships.</li><li>Assist in marketing and business development activities.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in financial planning software.</li><li>Understanding of investment strategies and market dynamics.</li><li>NISM certification (preferred).</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Opportunities for career advancement.</li><li>Comprehensive training and development program.</li><li>Collaborative and supportive work environment.</li><li>Health insurance, retirement plan.</li></ul></p><p><b>A Day in the Life:</b> Your day might include client meetings, portfolio analysis, report writing, and research, interspersed with administrative tasks and client communications.  You'll collaborate with colleagues to develop solutions for client needs.</p>