<p><b>What role you will play in team:</b> You’ll be supporting senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth clients.</p><p><b>What you will do:</b> Conduct client due diligence, analyze investment portfolios, prepare client reports.</p><p><b>Key responsibility:</b><ul><li>Conduct client due diligence and KYC procedures.</li><li>Analyze client portfolios and make investment recommendations.</li><li>Prepare client reports and presentations.</li><li>Support client meetings and communications.</li><li>Maintain accurate client records.</li><li>Stay up-to-date on market trends and regulations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or related field.</li><li>Strong understanding of investment management principles.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Series 7 and 66 licenses (Preferred).</li><li>Knowledge of financial planning and wealth management.</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>Opportunity to work with high-net-worth clients.</li></ul></p><p><b>A Day in the Life:</b> Your day will involve client communication, portfolio analysis, and report preparation.</p>