<p><strong>What role you will play in team:</strong> Provide expert investment advice to high-net-worth individuals.</p><p><strong>What you will do:</strong> Analyze client portfolios, develop personalized investment strategies, and manage client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Meeting with clients to understand their financial goals and risk tolerance.</li><li>Analyzing client portfolios and developing customized investment strategies.</li><li>Recommending appropriate investment products and services.</li><li>Monitoring client portfolios and making adjustments as needed.</li><li>Preparing regular performance reports for clients.</li><li>Maintaining strong client relationships.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field (CFA or CFP preferred).</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Experience in providing investment advice to high-net-worth individuals.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in financial planning software.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and commission structure.</li><li>Opportunities for career advancement.</li><li>A supportive and collaborative work environment.</li><li>Continuing education opportunities.</li><li>Excellent work-life balance.</li></ul></p><p><strong>A Day in the Life:</strong> Meeting with clients, analyzing portfolios, developing investment strategies, preparing reports, and managing client relationships.</p>