<p><strong>What role you will play in team:</strong> Provide high-quality service to clients, assisting them in managing their wealth and achieving their financial goals. Collaborate with senior wealth managers.</p><p><strong>What you will do:</strong> Analyze client financial situations, develop financial plans, and recommend suitable investment strategies.</p><p><strong>Key responsibility:</strong><ul><li>Build strong relationships with clients by providing excellent service and personalized financial advice.</li><li>Analyze client financial information to assess their needs and goals.</li><li>Develop comprehensive financial plans to help clients achieve their objectives.</li><li>Recommend suitable investment strategies based on client risk tolerance and financial goals.</li><li>Prepare financial reports and presentations for clients.</li><li>Stay informed of current market trends and financial regulations.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>Excellent communication, interpersonal, and client service skills.</li><li>Strong analytical and problem-solving skills.</li><li>Understanding of financial planning principles and investment strategies.</li><li>Proficiency in Microsoft Office Suite.</li><li>Relevant certifications (e.g., CFP, CFA) are a plus.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>Supportive and collaborative work environment.</li><li>Access to industry-leading technology and resources.</li><li>Potential for performance-based bonuses.</li></ul></p><p><strong>A Day in the Life:</strong>  A day involves meeting with clients, reviewing financial statements, preparing financial plans, and staying updated on market trends.</p>