<p><strong>What role you will play in team:</strong> Provide support to senior wealth managers in managing client portfolios. </p><p><strong>What you will do:</strong> Assist in developing financial plans, managing client accounts, and preparing reports. </p><p><strong>Key responsibility:</strong><ul><li>Assist in developing comprehensive financial plans for high-net-worth clients.</li><li>Manage client accounts and ensure accurate record-keeping.</li><li>Prepare regular performance reports for clients.</li><li>Respond to client inquiries and provide excellent customer service.</li><li>Stay updated on market trends and investment strategies.</li><li>Collaborate with other team members to provide seamless service to clients.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance or a related field.</li><li>Strong understanding of wealth management principles.</li><li>Excellent client service and communication skills.</li><li>Proficiency in using financial software and databases.</li><li>Ability to work independently and as part of a team.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and comprehensive benefits package.</li><li>Opportunities for career advancement.</li><li>Positive and supportive work environment.</li></ul></p><p><strong>A Day in the Life:</strong> A day involves interacting with clients, managing client accounts, preparing reports, and collaborating with colleagues to provide top-notch wealth management services.</p>