<p><strong>What role you will play in team:</strong> Providing top-notch financial advice to high-net-worth clients, creating customized portfolios and managing their investments. </p><p><strong>What you will do:</strong>  You will work directly with clients, understanding their financial needs, and developing personalized investment strategies. You'll also monitor their portfolios, track performance, and make necessary adjustments.</p><p><strong>Key responsibility:</strong><ul><li>Build strong relationships with high-net-worth clients.</li><li>Conduct thorough financial needs analysis and risk profiling.</li><li>Develop and present customized financial plans and investment strategies.</li><li>Manage client portfolios, ensuring optimal asset allocation and risk management.</li><li>Monitor portfolio performance and make necessary adjustments.</li><li>Maintain regular communication with clients and provide timely updates.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Strong understanding of investment products and strategies.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>High level of professionalism and client service orientation.</li><li>Strong understanding of risk management principles.</li><li>Experience with financial planning software.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Comprehensive training and professional development opportunities.</li><li>Opportunities for career advancement and growth.</li><li>Positive work environment and collaborative team.</li><li>Bonus and incentives.</li></ul></p><p><strong>A Day in the Life:</strong> A typical day includes client meetings, portfolio reviews, market research, and preparing financial plans. The work involves both individual client interactions and collaboration with the team to develop suitable investment solutions.</p>