<p><b>What role you will play in team:</b> You will work closely with senior wealth managers, providing support in managing client portfolios and developing investment strategies.</p><p><b>What you will do:</b>  You will assist in the preparation of investment reports, conduct client meetings, and analyze financial data.</p><p><b>Key responsibility:</b><ul><li>Supporting senior wealth managers in managing client portfolios.</li><li>Conducting financial analysis and preparing investment reports.</li><li>Assisting with client communication and relationship management.</li><li>Preparing presentations and proposals for clients.</li><li>Maintaining client records and databases.</li><li>Staying up-to-date on market trends and investment strategies.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or related field.</li><li>1-2 years of experience in wealth management or a related field.</li><li>Excellent communication, interpersonal and presentation skills.</li><li>Proficiency in Microsoft Excel, PowerPoint and financial modeling software.</li><li>Strong understanding of financial markets and investment products.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>Positive and supportive team environment.</li><li>Comprehensive training programs.</li><li>Employee stock options.</li></ul></p><p><b>A Day in the Life:</b>  Your day will involve interacting with clients, analyzing financial data, preparing reports, and attending team meetings. You will work closely with a senior wealth manager.</p>