<p><b>What role you will play in team:</b> You will provide support to senior wealth managers, assisting with client relationship management and portfolio administration.</p><p><b>What you will do:</b>  You will assist with client onboarding, portfolio management and reporting.  </p><p><b>Key responsibility:</b><ul><li>Assist in the preparation of client presentations and reports.</li><li>Maintain accurate client records.</li><li>Support wealth managers in client meetings.</li><li>Respond to client inquiries and requests.</li><li>Assist with portfolio administration tasks.</li><li>Contribute to the overall success of the wealth management team.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, economics, or a related field.</li><li>Strong understanding of wealth management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Attention to detail and accuracy.</li><li>Ability to work independently and as part of a team.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>A challenging and rewarding work environment.</li><li>A collaborative and supportive team.</li><li>Excellent career progression opportunities.</li></ul></p><p><b>A Day in the Life:</b>Your day will involve assisting wealth managers, communicating with clients, preparing reports, and ensuring client satisfaction.</p>