<p><b>What role you will play in team:</b> You will support financial advisors in providing comprehensive wealth management services to high-net-worth individuals.</p><p><b>What you will do:</b>  You will assist in portfolio management, client communication, and financial planning. You’ll work closely with clients and advisors.</p><p><b>Key responsibility:</b><ul><li>Assisting financial advisors in managing client portfolios</li><li>Preparing client reports and presentations</li><li>Conducting financial planning and analysis for clients</li><li>Communicating with clients and providing excellent customer service</li><li>Maintaining accurate client records and information</li><li>Collaborating with other team members to provide comprehensive wealth management services</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in Finance, Economics, or a related field</li><li>Strong understanding of investment products and strategies</li><li>Excellent communication and interpersonal skills</li><li>Experience in wealth management (preferred)</li><li>Proficiency in Microsoft Office Suite</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and benefits package</li><li>Opportunities for professional development and growth</li><li>A supportive and collaborative work environment</li><li>Access to industry leading training programs</li></ul></p><p><b>A Day in the Life:</b>  Your day will be spent supporting financial advisors, assisting with client portfolios, conducting financial planning, and ensuring client satisfaction.</p>