What you' ll do

• Deliver and support end-to-end financial planning for High-Net-Worth clients
• Coordinate client portfolios and support wealth management advisory processes
• Conduct financial analysis and prepare client reports and presentations
• Build and manage client relationships, ensuring a high-touch service experience
• Ensure documentation and processes meet regulatory and compliance requirements

What we' re looking for

• Bachelor's degree in any discipline (Finance / BBA or related background is a plus)
• Strong analytical, research, and financial modeling skills
• Knowledge of financial planning, retirement planning, and investment strategies
• Excellent communication and relationship management, with the ability to explain complex concepts clearly
• Strong attention to detail, organization, and the ability to manage multiple priorities
• Familiarity with financial tools/software is a plus