<p><b>What role you will play in team:</b> You'll work closely with senior wealth managers assisting clients, performing analysis, and building relationships within our fast-growing team.</p><p><b>What you will do:</b> You will be contributing to all aspects of wealth management, from client onboarding to portfolio monitoring and reporting. You will learn various aspects of the business.</p><p><b>Key responsibility:</b><ul><li>Assisting in client onboarding and relationship management.</li><li>Conducting financial planning and analysis.</li><li>Preparing client reports and presentations.</li><li>Supporting portfolio management activities.</li><li>Maintaining accurate client records and databases.</li><li>Researching investment products and strategies.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, accounting, or a related field.</li><li>Strong analytical and communication skills.</li><li>Proficiency in financial modeling software and Excel.</li><li>Understanding of financial planning concepts.</li><li>Excellent client service skills.</li><li>Knowledge of investment products.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and bonus structure.</li><li>Comprehensive benefits package.</li><li>Opportunities for professional development.</li><li>Friendly and supportive work culture.</li><li>Mentorship from experienced professionals.</li></ul></p><p><b>A Day in the Life:</b> Your day may consist of client meetings, analysis, report preparation, research, and collaboration with your team to ensure best practice is applied to all our clients.</p>