We are seeking a highly motivated Wealth Management Analyst to support our team in providing comprehensive financial advice and solutions to high-net-worth clients. The ideal candidate will assist in developing financial plans, conducting investment research, and maintaining client relationships.

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 meeting materials.
• Maintain client records and ensure data accuracy.
• Assist in portfolio monitoring and performance reporting.

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.