<p><b>What role you will play in team:</b> Collaborate with a team of experienced wealth managers to provide comprehensive financial planning and investment management services to high-net-worth clients.</p><p><b>What you will do:</b> You will assist in the preparation of financial plans, portfolio reviews, and client communication.</p><p><b>Key responsibility:</b><ul><li>Prepare financial plans and presentations</li><li>Conduct client meetings and presentations</li><li>Manage client communication</li><li>Monitor and track portfolio performance</li><li>Assist in regulatory compliance and record keeping.</li><li>Support senior wealth managers</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Accounting, or related field.</li><li>Strong understanding of financial planning and investment principles.</li><li>Excellent communication and interpersonal skills.</li><li>Strong client service skills.</li><li>Proficiency in MS Office suite.</li><li>1-2 years experience.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Professional development opportunities.</li><li>Collaborative work environment.</li><li>Excellent career progression.</li></ul></p><p><b>A Day in the Life:</b> A typical day includes client interaction, portfolio monitoring, market research, and collaborating with team members to develop comprehensive financial plans.</p>