<p><b>What role you will play in team:</b>Support senior wealth managers in providing comprehensive financial planning and investment solutions to high-net-worth individuals.</p><p><b>What you will do:</b> Assist in all aspects of wealth management, from client onboarding to portfolio management and reporting.</p><p><b>Key responsibility:</b><ul><li>Assist in developing financial plans for clients.</li><li>Conduct research and analysis on investment opportunities.</li><li>Prepare investment proposals and presentations.</li><li>Monitor client portfolios and prepare performance reports.</li><li>Maintain client relationships and provide excellent customer service.</li><li>Ensure compliance with all regulatory requirements.</li><li>Work closely with other members of the wealth management team.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment principles.</li><li>Proficiency in MS Office Suite.</li><li>Experience with CRM software is a plus.</li><li>Understanding of wealth management principles is preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career growth.</li><li>Dynamic and challenging work environment.</li><li>A chance to work with high-net-worth individuals.</li><li>Excellent career advancement prospects.</li></ul></p><p><b>A Day in the Life:</b> Your day would involve client interaction, investment analysis, report preparation, and collaboration with colleagues to help create and manage clients’ wealth effectively.</p>