<p><b>What role you will play in team:</b> You'll support senior wealth managers by assisting with client communications, documentation and administrative tasks.</p><p><b>What you will do:</b>  You will learn the fundamentals of wealth management, client relationship management, and financial planning, gaining practical experience.</p><p><b>Key responsibility:</b><ul><li>Assisting senior wealth managers with client communication.</li><li>Preparing client presentations and reports.</li><li>Maintaining client records and documentation.</li><li>Conducting research on investment products and strategies.</li><li>Supporting the team in administrative tasks.</li><li>Adhering to compliance and regulatory requirements.</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 organizational and time management abilities.</li><li>Proficiency in Microsoft Office Suite.</li><li>Strong attention to detail and accuracy.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Mentorship from experienced professionals.</li><li>Opportunity for professional development and growth.</li><li>Positive and supportive work environment.</li></ul></p><p><b>A Day in the Life:</b> Your day will involve administrative tasks, client communication, research and assisting senior members.</p>