<p><b>What role you will play in team:</b> Assisting senior wealth managers in providing comprehensive financial planning services to high-net-worth clients.</p><p><b>What you will do:</b> Supporting client relationship management and conducting financial planning activities.</p><p><b>Key responsibility:</b><ul><li>Conducting financial planning for clients.</li><li>Preparing investment proposals and reports.</li><li>Managing client portfolios and assets.</li><li>Maintaining client relationships and providing excellent customer service.</li><li>Ensuring compliance with regulatory requirements.</li><li>Assisting in the development of new business strategies.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, accounting, or related field.</li><li>Minimum 1-2 years of experience in a financial services environment.</li><li>Strong understanding of wealth management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial planning software.</li><li>Strong analytical and problem-solving skills.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive compensation and bonus structure.</li><li>Comprehensive health insurance and benefits.</li><li>Professional development opportunities.</li><li>Supportive and collaborative work environment.</li><li>Opportunities for career advancement.</li></ul></p><p><b>A Day in the Life:</b> Involves reviewing client portfolios, conducting financial planning, preparing reports, meeting with clients, and staying updated on market trends.</p>