<p><b>What role you will play in team:</b> Provide advisory services to high-net-worth individuals on their investment strategies and wealth management needs.</p><p><b>What you will do:</b> Analyze client portfolios, research investment products, and create tailored investment plans.</p><p><b>Key responsibility:</b><ul><li>Analyze client financial situations and investment goals</li><li>Research and recommend suitable investment products and strategies</li><li>Develop and present tailored financial plans</li><li>Maintain client relationships and provide ongoing advice</li><li>Stay updated on market trends and regulatory changes</li><li>Prepare reports and presentations for clients</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, accounting, or a related field</li><li>Excellent communication and interpersonal skills</li><li>Strong analytical and problem-solving skills</li><li>Understanding of wealth management principles</li><li>Experience with financial planning software is a plus</li></ul></p><p><b>Benefits Included:</b><ul><li>Comprehensive benefits package</li><li>Opportunities for professional growth</li><li>Collaborative work environment</li><li>Exposure to high-profile clients</li></ul></p><p><b>A Day in the Life:</b> You will analyze client portfolios, research investment options, and meet with clients to discuss their financial plans.</p>