<p><b>What role you will play in team:</b>  Support financial advisors in providing comprehensive wealth management services to clients.  Contribute to building and maintaining strong client relationships.</p><p><b>What you will do:</b> Assist with financial planning, investment recommendations, and portfolio management.  Maintain client records and prepare reports.</p><p><b>Key responsibility:</b><ul><li>Assisting financial advisors in client service</li><li>Preparing financial plans and investment recommendations</li><li>Managing client portfolios</li><li>Maintaining client records and preparing reports</li><li>Supporting marketing and business development initiatives</li><li>Conducting research on investment products</li><li>Ensuring regulatory compliance</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Business Administration, or a related field</li><li>Excellent communication and interpersonal skills</li><li>Understanding of financial markets and investment products</li><li>Proficiency in Microsoft Office Suite</li><li>Strong organizational and time management skills</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional development</li><li>Supportive and collaborative work environment</li><li>Potential for commission based on client acquisition</li><li>Employee recognition and rewards programs</li></ul></p><p><b>A Day in the Life:</b> Your day involves assisting financial advisors, conducting client meetings, preparing financial plans, and maintaining client portfolios. Strong communication and organizational skills are essential to succeed in this role.</p>