<p><b>What role you will play in team:</b> You'll be part of a team that helps high-net-worth individuals and families develop tailored wealth management strategies. We work collaboratively to deliver results.</p><p><b>What you will do:</b>  Involve in client interaction, research and analysis of investment portfolios, and preparation of presentations for wealth planning.</p><p><b>Key responsibility:</b><ul><li>Conduct investment research and analysis.</li><li>Prepare comprehensive wealth management plans.</li><li>Collaborate with financial advisors to provide client support.</li><li>Present financial information to clients in a clear and concise manner.</li><li>Maintain client relationships.</li><li>Stay updated on market trends and regulatory changes.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's Degree in Finance, Economics or related field.</li><li>Proven ability to analyze financial information.</li><li>Excellent communication and interpersonal skills.</li><li>Proficient in Microsoft Office Suite.</li><li>Strong understanding of investment products and strategies.</li><li>CFA or CA designation preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Professional development opportunities.</li><li>A collaborative and supportive work environment.</li><li>Opportunities for international exposure.</li><li>Health insurance, Paid Time off, etc.</li></ul></p><p><b>A Day in the Life:</b> A typical day will include research, financial planning, client meetings, and team collaboration on various projects.</p>