<p><b>What role you will play in team:</b> You will work as part of a team to assist high-net-worth individuals with their financial planning and investment needs.</p><p><b>What you will do:</b>You will help clients create financial plans that meet their specific goals, by providing advice on investments and other financial matters.</p><p><b>Key responsibility:</b><ul><li>Prepare financial plans for high-net-worth individuals.</li><li>Advise clients on investment strategies, including mutual funds, stocks, and bonds.</li><li>Build and maintain relationships with clients.</li><li>Manage client portfolios and monitor performance.</li><li>Conduct research on investments and financial markets.</li><li>Stay up-to-date on financial regulations and compliance requirements.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong analytical and problem-solving skills.</li><li>Knowledge of financial planning and investment principles.</li><li>Experience with wealth management software a plus.</li><li>Professional certifications (e.g., CFP) preferred.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development.</li><li>Work in a prestigious firm.</li><li>Health insurance.</li><li>Retirement plan.</li></ul></p><p><b>A Day in the Life:</b> A typical day involves meeting with clients, reviewing financial statements, conducting research, and providing tailored financial advice to help them achieve their long-term financial goals.</p>