<p><b>What role you will play in team:</b> Collaborate with a team of financial advisors, providing support and enhancing the client experience.</p><p><b>What you will do:</b>  Assist with financial planning, portfolio management, and client communication.</p><p><b>Key responsibility:</b><ul><li>Preparing client presentations and reports</li><li>Managing client data and documentation</li><li>Conducting research and analysis to support investment recommendations</li><li>Supporting financial advisors in client meetings</li><li>Maintaining client relationships</li><li>Adhering to regulatory compliance</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field</li><li>Excellent communication and interpersonal skills</li><li>Strong attention to detail</li><li>Knowledge of investment products</li><li>Proficiency in Microsoft Office Suite</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits</li><li>Opportunities for professional development</li><li>Collaborative team environment</li><li>Positive work culture</li></ul></p><p><b>A Day in the Life:</b> Assisting financial advisors, preparing client materials, conducting research and interacting with clients.</p>