<p><strong>What role you will play in team:</strong> You will provide support to senior wealth managers in managing client portfolios and providing excellent client service.</p><p><strong>What you will do:</strong> Assist senior wealth managers with client portfolio administration and support.</p><p><strong>Key responsibility:</strong><ul><li>Supporting the preparation of client proposals and presentations.</li><li>Assisting in portfolio construction and rebalancing.</li><li>Managing client inquiries and communication.</li><li>Maintaining client records and documentation.</li><li>Conducting basic financial analysis.</li><li>Contributing to the development of client relationships.</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 concepts and strategies.</li><li>Excellent communication and interpersonal skills.</li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to work effectively in a team setting.</li><li>Client service oriented approach.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Professional development opportunities.</li><li>Positive and supportive team environment.</li><li>Growth prospects within the firm.</li><li>Opportunities for client interaction.</li></ul></p><p><strong>A Day in the Life:</strong> A day involves interacting with clients, analyzing portfolio data, and supporting senior wealth managers in managing client accounts.</p>