<p><strong>What role you will play in team:</strong>  You will support the team in providing comprehensive wealth management services to high-net-worth individuals.</p><p><strong>What you will do:</strong> Assist in portfolio management, client communication, and preparation of financial reports.</p><p><strong>Key responsibility:</strong><ul><li>Assist in the preparation of financial plans and investment recommendations.</li><li>Maintain client relationships and provide excellent customer service.</li><li>Prepare client reports and presentations.</li><li>Support the team in portfolio management and investment strategies.</li><li>Stay up-to-date on financial markets and regulations.</li><li>Comply with regulatory requirements.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of financial markets and investment principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Attention to detail and organizational skills.</li><li>Strong work ethic</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities.</li><li>Supportive and collaborative work environment.</li><li>Potential for career growth within the firm.</li><li>Medical Benefits</li></ul></p><p><strong>A Day in the Life:</strong>  You'll spend time working with client data, preparing reports, communicating with clients, and learning about new investment opportunities.</p>