<p><strong>What role you will play in team:</strong> You’ll support senior wealth managers in providing customized financial planning and investment solutions to high-net-worth individuals.</p><p><strong>What you will do:</strong> You'll assist in building client relationships, conducting financial analysis, and preparing investment recommendations.</p><p><strong>Key responsibility:</strong><ul><li>Assist in the preparation of financial plans for high-net-worth clients.</li><li>Conduct financial analysis to assess client needs and investment goals.</li><li>Develop investment strategies tailored to client profiles.</li><li>Maintain strong relationships with clients and provide excellent service.</li><li>Prepare investment reports and presentations.</li><li>Stay up-to-date on market trends and regulatory changes.</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 client relationship management skills.</li><li>Understanding of investment products and financial planning principles.</li><li>Proficiency in financial modeling and analysis tools.</li><li>Excellent communication and interpersonal skills.</li><li>0-1 year experience.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>Mentorship and training programs.</li><li>Supportive and collaborative work environment.</li><li>Work from home option.</li></ul></p><p><strong>A Day in the Life:</strong> Your day will involve client meetings, financial analysis, preparing presentations, and collaborating with team members.</p>