<p><b>What role you will play in team:</b> Support senior wealth managers in providing financial advice to high-net-worth clients.</p><p><b>What you will do:</b> Assist in developing financial plans, managing client portfolios, and preparing reports.</p><p><b>Key responsibility:</b><ul><li>Preparing client financial plans and presentations</li><li>Managing client portfolios and transactions</li><li>Conducting market research and analysis</li><li>Maintaining client relationships and communications</li><li>Preparing regular performance reports for clients</li><li>Staying updated on relevant regulations and compliance requirements</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, economics, or related field</li><li>0-1 year of relevant experience in the financial industry</li><li>Excellent communication, interpersonal, and presentation skills</li><li>Strong organizational and time-management skills</li><li>Understanding of investment products and strategies</li><li>Series 7 and 66 licenses a plus.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package</li><li>Comprehensive training and development programs</li><li>A collaborative and supportive team environment</li><li>Opportunity to work with high-net-worth clients</li><li>Paid time off and holidays</li></ul></p><p><b>A Day in the Life:</b> A day might involve client meetings, portfolio reviews, market research, report preparation, and maintaining client records.</p>