<p><strong>What role you will play in team:</strong> You will work as part of a collaborative team providing financial advice to a diverse client base.</p><p><strong>What you will do:</strong> Analyze client needs, create personalized investment strategies, and maintain client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Conducting financial needs analysis for clients.</li><li>Developing and presenting personalized investment plans.</li><li>Monitoring client portfolios and making adjustments as needed.</li><li>Maintaining strong client relationships and providing ongoing support.</li><li>Staying up-to-date on market trends and investment opportunities.</li><li>Complying with all regulatory requirements related to investment advice.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of investment products and financial markets.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Proven ability to build and maintain strong client relationships.</li><li>Relevant certifications (e.g., CFP, CFA) are preferred.</li><li>Proficiency in financial modeling and analysis tools.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package including health insurance and retirement plan.</li><li>Opportunities for professional development and training.</li><li>A supportive and collaborative work environment.</li><li>Chance to work with a diverse range of clients.</li></ul></p><p><strong>A Day in the Life:</strong> You'll spend your day meeting with clients, reviewing financial statements, conducting research, and presenting investment recommendations.</p>