<p><b>What role you will play in team:</b>  You'll be an integral part of our team, assisting in providing high-net-worth individuals with comprehensive financial planning and investment advice.</p><p><b>What you will do:</b> You'll be involved in portfolio management, client communication, market research and providing tailored investment strategies.</p><p><b>Key responsibility:</b><ul><li>Build relationships with clients and understand their financial goals.</li><li>Prepare financial plans and investment recommendations.</li><li>Monitor client portfolios and make necessary adjustments.</li><li>Provide excellent client service and support.</li><li>Stay informed of market trends and investment strategies.</li><li>Collaborate with colleagues to share best practices.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or related fields.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Ability to analyze financial statements and market trends.</li><li>Proficient in MS Office suite.</li><li>NISM certification will be an advantage.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits.</li><li>Professional development opportunities.</li><li>Challenging and rewarding work environment.</li><li>Exposure to a diverse clientele.</li><li>Opportunities for career advancement.</li></ul></p><p><b>A Day in the Life:</b>  A day might include client meetings, portfolio analysis, research on new investment opportunities, and preparation of financial reports.</p>