<p><b>What role you will play in team:</b> Contribute to a team focused on providing high-quality wealth management solutions to clients.</p><p><b>What you will do:</b>  Analyze client portfolios, conduct research, and prepare reports.</p><p><b>Key responsibility:</b><ul><li>Analyze client portfolios to identify areas for improvement.</li><li>Conduct research on investment opportunities.</li><li>Prepare investment recommendations for clients.</li><li>Monitor portfolio performance and report on key metrics.</li><li>Maintain client relationships and provide excellent service.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong analytical and problem-solving skills.</li><li>Proficiency in financial modeling software (Excel).</li><li>Excellent communication and presentation skills.</li><li>Understanding of investment strategies and portfolio management.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits.</li><li>Opportunities for professional growth and development.</li><li>A collaborative and supportive work environment.</li><li>Paid time off and other employee benefits.</li></ul></p><p><b>A Day in the Life:</b> Your typical day involves portfolio analysis, research, and client communication. You'll contribute directly to client success.</p>