<p><b>What role you will play in team:</b> Provide support to wealth managers in servicing high-net-worth clients.</p><p><b>What you will do:</b> Assist with client communication, portfolio monitoring, and administrative tasks.</p><p><b>Key responsibility:</b><ul><li>Assisting wealth managers with client communication</li><li>Preparing client reports and presentations</li><li>Monitoring portfolio performance and providing updates</li><li>Maintaining client records and databases</li><li>Conducting research on investment products</li><li>Supporting administrative tasks</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or related field</li><li>Strong communication and interpersonal skills</li><li>Excellent organizational and time management skills</li><li>Proficiency in Microsoft Office Suite</li><li>Understanding of investment products and strategies</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional development</li><li>Mentorship program</li><li>Positive and collaborative work environment</li></ul></p><p><b>A Day in the Life:</b> Client communication, report preparation, portfolio monitoring, administrative support.</p>