<p><strong>What role you will play in team:</strong> Contribute to providing high-quality wealth management services to clients.</p><p><strong>What you will do:</strong> Analyze client portfolios, develop financial plans, and provide investment recommendations.</p><p><strong>Key responsibility:</strong><ul><li>Analyzing client portfolios and financial situations.</li><li>Developing and implementing financial plans.</li><li>Providing investment advice and recommendations.</li><li>Maintaining client relationships.</li><li>Preparing client reports and presentations.</li><li>Staying up-to-date on market trends and regulatory changes.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or a related field.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in financial planning software.</li><li>Strong analytical and problem-solving skills.</li><li>Client relationship management experience preferred.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional growth.</li><li>A collaborative and supportive work environment.</li><li>Training and development opportunities.</li><li>Opportunities for career advancement.</li></ul></p><p><strong>A Day in the Life:</strong> Analyzing client portfolios, meeting with clients, preparing financial plans, researching investment options, and maintaining client records.</p>