<p><strong>What role you will play in team:</strong> Support wealth management advisors in providing financial planning and investment recommendations to high-net-worth clients. </p><p><strong>What you will do:</strong> Analyze client financial information, prepare investment proposals, and monitor portfolio performance. </p><p><strong>Key responsibility:</strong><ul><li>Analyze client financial statements and investment portfolios.</li><li>Prepare investment proposals and recommendations.</li><li>Monitor and report on portfolio performance.</li><li>Conduct research on investment opportunities.</li><li>Prepare financial plans for high-net-worth clients.</li><li>Maintain client relationships.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or a related field.</li><li>Strong analytical and problem-solving skills.</li><li>Excellent communication and interpersonal skills.</li><li>Knowledge of investment products and strategies.</li><li>Proficiency in Microsoft Excel and financial software.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits.</li><li>Opportunities for professional growth and development.</li><li>Mentorship from experienced professionals.</li><li>Positive and supportive work environment.</li></ul></p><p><strong>A Day in the Life:</strong> Your day will involve analyzing client financials, preparing investment recommendations, reviewing portfolio performance and maintaining client relationships.</p>