<p><strong>What role you will play in team:</strong> You'll be assisting senior wealth managers in providing comprehensive financial planning and investment management services to high-net-worth individuals.</p><p><strong>What you will do:</strong> This role involves client interaction, portfolio analysis, and contributing to financial planning strategies. </p><p><strong>Key responsibility:</strong><ul><li>Prepare client presentations and reports.</li><li>Assist in portfolio construction and management.</li><li>Conduct financial planning analysis.</li><li>Research investment opportunities.</li><li>Maintain client relationships.</li><li>Comply with regulatory requirements.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Understanding of financial markets.</li><li>CFA or relevant certifications are a plus.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Professional development opportunities.</li><li>Mentorship program.</li><li>Collaborative work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A day might involve client meetings, preparing financial reports, conducting market research, and collaborating with team members.</p>