Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations.-Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate and tax planning, while ensuring coherence with each client's risk profile.-Conduct thorough analysis of client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.-The Principal Wealth Advisor along with the advisory team will be responsible for managing client relationships, deeply understanding their financial needs and providing holistic solutions.-Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.-Offer continous support to the clients throughout the year, addressing any questions.Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management-Ability to operate in a team-oriented and collaborative environment-Self motivated, flexible and adaptable in an ever-changing environment-Excellent interpersonal and communication skillsCommitment to personal and professional development Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may have.