We are seeking a highly motivated Wealth Management Analyst to support our wealth management team. The ideal candidate will assist in providing financial advice and services to clients, helping them achieve their financial goals through comprehensive planning and investment strategies.

Key Responsibilities:

• Assist in the preparation of financial plans and investment proposals.
• Conduct research on investment products and market trends.
• Support client meetings and prepare necessary documentation.
• Monitor client portfolios and provide performance updates.
• Ensure compliance with regulatory requirements and firm policies.

Required Skills:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.
• Proficiency in financial planning software and Microsoft Office Suite.
• Knowledge of investment products and financial markets.