<p><strong>What role you will play in team:</strong> You will contribute to a team providing comprehensive wealth management services to high-net-worth clients. You will collaborate with senior managers and support client portfolio management.</p><p><strong>What you will do:</strong> Develop financial plans for clients, manage client portfolios, and assist with investment recommendations. You will also maintain client relationships and ensure high levels of client satisfaction.</p><p><strong>Key responsibility:</strong><ul><li>Develop and implement comprehensive financial plans for clients.</li><li>Manage client portfolios and investment strategies.</li><li>Prepare investment recommendations and reports for clients.</li><li>Maintain strong client relationships and ensure client satisfaction.</li><li>Assist with client onboarding and account management.</li><li>Adhere to regulatory requirements and compliance procedures.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>1-2 years of experience in wealth management or a related field.</li><li>Excellent communication, interpersonal, and client service skills.</li><li>Understanding of investment products and strategies.</li><li>Proficiency in financial planning software and tools.</li><li>Strong analytical and problem-solving skills.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package including health insurance and retirement plan.</li><li>Opportunities for professional development and advancement.</li><li>Mentorship and support from experienced wealth managers.</li><li>Positive and collaborative work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A typical day involves client meetings, portfolio analysis, financial planning, preparing reports, and collaborating with colleagues to ensure client needs are met.</p>