<p><strong>What role you will play in team:</strong> Work closely with senior wealth managers to provide comprehensive financial planning and investment management services to high-net-worth clients.</p><p><strong>What you will do:</strong> Prepare financial plans, manage client portfolios, and provide excellent client service.</p><p><strong>Key responsibility:</strong><ul><li>Prepare comprehensive financial plans for clients.</li><li>Manage client portfolios according to investment guidelines.</li><li>Provide regular updates to clients on portfolio performance.</li><li>Build and maintain strong relationships with clients.</li><li>Assist with the preparation of marketing materials.</li></ul></p><p><strong>Required Qualification and Skills:</strong><ul><li>Bachelor's degree in Finance, Economics, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong understanding of investment products and strategies.</li><li>Proficiency in Microsoft Office Suite.</li><li>CFA or CFP designation (preferred).</li></ul></p><p><strong>Benefits Included:</strong><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development and advancement.</li><li>Work in a dynamic and fast-paced environment.</li><li>Mentorship from experienced wealth managers.</li></ul></p><p><strong>A Day in the Life:</strong> Your day might include client meetings, portfolio reviews, preparing financial plans, research and collaborating with other team members.</p>