<p><b>What role you will play in team:</b> You will collaborate with a team to provide comprehensive financial planning and investment advice to high-net-worth individuals. </p><p><b>What you will do:</b> Develop financial plans, manage client portfolios, analyze investments, build relationships with clients, and contribute to team goals.</p><p><b>Key responsibility:</b><ul><li>Develop and implement financial plans for clients.</li><li>Manage client portfolios effectively.</li><li>Provide investment advice and guidance.</li><li>Analyze investment opportunities.</li><li>Build and maintain strong client relationships.</li><li>Prepare client reports and presentations.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, economics, or a related field.</li><li>1-2 years of experience in wealth management (preferred).</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to build rapport with high-net-worth individuals.</li><li>Proficiency in financial planning software.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for career advancement.</li><li>Professional development opportunities.</li><li>Supportive and collaborative work environment.</li><li>Client interaction and relationship building.</li></ul></p><p><b>A Day in the Life:</b> Meeting with clients, reviewing financial plans, analyzing investment performance, attending team meetings, conducting market research and staying up-to-date on industry trends.</p>