<p><strong>What role you will play in team:</strong> You will be a crucial member of our wealth management team, assisting in providing comprehensive financial planning and investment advice to high-net-worth individuals.</p><p><strong>What you will do:</strong>  You will support financial advisors in client interactions, gather and analyze client financial information, prepare investment recommendations, and help maintain client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Assist financial advisors in providing comprehensive financial planning services to clients.</li><li>Gather and analyze client financial information to assess their needs and goals.</li><li>Prepare investment recommendations based on client profiles and market conditions.</li><li>Maintain accurate client records and documentation.</li><li>Prepare client reports and presentations.</li><li>Assist in building and maintaining strong client relationships.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Accounting, or a related field.</li><li>1-2 years of experience in wealth management or financial planning (preferred).</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Proficiency in Microsoft Office Suite.</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 benefits package.</li><li>Opportunities for professional development and advancement.</li><li>A rewarding work environment focused on client success.</li><li>Performance-based incentives.</li><li>Comprehensive training program.</li></ul></p><p><strong>A Day in the Life:</strong> Your day involves interacting with clients, analyzing financial data, researching investment options, preparing presentations, and collaborating with team members to deliver exceptional client service.</p>