<p><b>What role you will play in team:</b> You’ll support the team in providing exceptional service to high-net-worth clients, focusing on building relationships and providing financial advice.</p><p><b>What you will do:</b> You will assist in the preparation of financial plans, conduct market research and support the team in managing client portfolios.</p><p><b>Key responsibility:</b><ul><li>Assist in the preparation of comprehensive financial plans.</li><li>Conduct research on investment products and market trends.</li><li>Support portfolio managers in managing client assets.</li><li>Maintain accurate client records and documentation.</li><li>Contribute to creating a positive client experience.</li><li>Support the team in meeting sales targets.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong communication and interpersonal skills.</li><li>Excellent attention to detail and accuracy.</li><li>Basic knowledge of financial products and services.</li><li>Strong work ethic and client-centric attitude.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and comprehensive benefits package.</li><li>Opportunities for professional development and career growth.</li><li>A supportive and collaborative team environment.</li><li>Access to advanced training and mentorship programs.</li></ul></p><p><b>A Day in the Life:</b> Your day involves collaborating with team members, assisting clients with their financial needs, and learning about various financial products.</p>