<p><b>What role you will play in team:</b> You'll support senior wealth managers in providing comprehensive financial planning services to high-net-worth individuals.</p><p><b>What you will do:</b> Assist in portfolio construction, client communication, and administrative tasks.</p><p><b>Key responsibility:</b><ul><li>Prepare client reports and presentations</li><li>Maintain client databases and records</li><li>Assist in investment due diligence and analysis</li><li>Coordinate with internal and external stakeholders</li><li>Support client onboarding and relationship management</li><li>Understand and comply with regulatory requirements.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field</li><li>Excellent communication and interpersonal skills</li><li>Strong organizational and time management skills</li><li>Proficiency in Microsoft Office Suite</li><li>Knowledge of financial products and investment strategies</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure</li><li>Comprehensive benefits package</li><li>Professional development opportunities</li><li>Positive and supportive work environment</li><li>Opportunities for career advancement</li></ul></p><p><b>A Day in the Life:</b> You'll spend your day preparing client presentations, conducting research, and coordinating with team members.</p>