<p><b>What role you will play in team:</b> You will support senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth individuals.</p><p><b>What you will do:</b> You will conduct research, prepare financial plans, and assist in client communications and relationship building.</p><p><b>Key responsibility:</b><ul><li>Conduct research on investment products and market trends.</li><li>Prepare comprehensive financial plans for high-net-worth clients.</li><li>Assist in the preparation of client presentations and reports.</li><li>Maintain accurate client records and documents.</li><li>Build and maintain strong client relationships.</li><li>Collaborate with other members 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>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding of financial planning principles and investment strategies.</li><li>Series 7 or similar license is a plus.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>Supportive and collaborative work environment.</li><li>Exposure to a global financial institution.</li><li>Health Insurance, Paid Leaves, etc.</li></ul></p><p><b>A Day in the Life:</b> A typical day will involve conducting market research, analyzing client financial situations, preparing financial plans, and collaborating with senior wealth managers.</p>