<p><b>What role you will play in team:</b> Provide support to senior wealth managers in managing client portfolios and relationships.</p><p><b>What you will do:</b> Assist in portfolio management, client communication, and administrative tasks.</p><p><b>Key responsibility:</b><ul><li>Assisting senior wealth managers in managing client portfolios.</li><li>Preparing client reports and presentations.</li><li>Conducting research on investment opportunities.</li><li>Maintaining client records and databases.</li><li>Handling client inquiries and requests.</li><li>Supporting business development activities.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Business Administration, or a related field.</li><li>Understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and time-management skills.</li><li>Proficiency in Microsoft Office Suite.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career growth within the firm.</li><li>Supportive and collaborative work environment.</li><li>Opportunities to work with high-net-worth clients.</li></ul></p><p><b>A Day in the Life:</b>  A day includes assisting senior wealth managers, performing administrative tasks, conducting research, communicating with clients, and contributing to team efforts.</p>