<p><b>What role you will play in team:</b> You will support senior wealth managers in providing financial advice and investment solutions to high-net-worth clients. You will collaborate closely with the team to ensure exceptional client service.</p><p><b>What you will do:</b> You will assist in developing financial plans, managing client portfolios, and preparing client reports.</p><p><b>Key responsibility:</b><ul><li>Assist in developing comprehensive financial plans for clients.</li><li>Manage client portfolios, ensuring alignment with investment objectives.</li><li>Prepare client reports and presentations.</li><li>Maintain accurate client records and documentation.</li><li>Collaborate with other team members to provide exceptional client service.</li><li>Stay up-to-date on financial regulations and market trends.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of investment products and financial planning principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Knowledge of financial regulations and compliance.</li><li>2-4 years of experience.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package, including health insurance.</li><li>Professional development opportunities.</li><li>Positive and supportive work environment.</li></ul></p><p><b>A Day in the Life:</b> A typical day might involve client meetings, portfolio analysis, report preparation, and collaboration with colleagues to ensure smooth client service.</p>