<p><b>What role you will play in team:</b>Support a team of wealth managers in providing financial advice and investment solutions to high-net-worth clients.</p><p><b>What you will do:</b>You'll assist with client communication, portfolio management, and financial planning.</p><p><b>Key responsibility:</b><ul><li>Assist in preparing client presentations and reports.</li><li>Maintain accurate client records and databases.</li><li>Conduct financial planning and investment analysis.</li><li>Support wealth managers in managing client portfolios.</li><li>Communicate effectively with clients and address their financial needs.</li><li>Stay updated on investment strategies and financial regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or a related field.</li><li>Strong understanding of wealth management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Strong organizational and time management skills.</li><li>Ability to work independently and as part of a team.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for career advancement in wealth management.</li><li>Work in a collaborative and supportive team environment.</li><li>Training and development opportunities.</li><li>Financial Wellness Programs</li></ul></p><p><b>A Day in the Life:</b>A typical day might involve client communication, preparing financial reports, conducting research, and collaborating with wealth managers to create customized investment plans.</p>