<p><b>What role you will play in team:</b>Assist senior wealth managers in providing financial planning and investment advice to high-net-worth clients.</p><p><b>What you will do:</b> Conduct client meetings, analyze financial data, prepare financial plans.</p><p><b>Key responsibility:</b><ul><li>Conduct financial planning and investment advice to high-net-worth individuals.</li><li>Build strong relationships with clients and understand their financial goals.</li><li>Analyze client's financial information and develop personalized financial plans.</li><li>Prepare investment recommendations and presentations.</li><li>Monitor client portfolios and provide regular updates.</li><li>Maintain accurate client records and documentation.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, accounting, or related field.</li><li>1-2 years of experience in wealth management.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Understanding of investment products and financial markets.</li><li>Series 7 or similar license preferred.</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>Growth prospects within the company.</li><li>Excellent work environment.</li></ul></p><p><b>A Day in the Life:</b> This involves meeting with clients, analyzing financial data, creating financial plans, and coordinating with other team members to ensure excellent client service.</p>