<p><b>What role you will play in team:</b> You will support a team of wealth managers in providing personalized financial planning and investment management services to high-net-worth clients.</p><p><b>What you will do:</b>  Assist in developing financial plans, researching investment opportunities, and preparing client presentations.</p><p><b>Key responsibility:</b><ul><li>Assist in developing comprehensive financial plans for clients.</li><li>Research and analyze investment opportunities to meet client goals.</li><li>Prepare client presentations and reports.</li><li>Maintain client relationships and provide excellent customer service.</li><li>Stay current on investment strategies and market trends.</li><li>Ensure compliance with regulatory requirements.</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 financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial software (optional).</li><li>1-2 years of experience preferred but entry-level candidates with strong academics considered.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Collaborative and supportive work environment.</li><li>Potential for rapid career growth.</li></ul></p><p><b>A Day in the Life:</b> A day involves client interaction, financial planning, research, report preparation, and coordination with wealth management team members.</p>