<p><strong>What role you will play in team:</strong> You will support the team in providing financial planning and investment management services to high-net-worth individuals.</p><p><strong>What you will do:</strong>  Analyze client portfolios, recommend investment strategies, and maintain client relationships.</p><p><strong>Key responsibility:</strong><ul><li>Analyze client financial situations and needs.</li><li>Develop and present personalized financial plans.</li><li>Manage client portfolios and recommend investment strategies.</li><li>Maintain strong client relationships and provide excellent service.</li><li>Stay updated on market trends and investment products.</li><li>Prepare regular reports on portfolio performance.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or related field.</li><li>Excellent communication, interpersonal, and presentation skills.</li><li>Strong analytical and problem-solving skills.</li><li>Understanding of financial planning and investment management principles.</li><li>Proficiency in Microsoft Office Suite.</li><li>Certifications (e.g., CFP, CFA) are a plus.</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and career advancement.</li><li>A challenging and rewarding work environment.</li><li>Exposure to a wide range of high-net-worth clients.</li><li>Opportunity to make a positive impact on clients' lives.</li></ul></p><p><strong>A Day in the Life:</strong> A day involves client meetings, portfolio analysis, investment research, and preparing presentations.</p>