Tech Stack

Description

You will assist high-net-worth clients and advisors with wealth management operations, including financial planning, investment analysis, and client relationship management.

Requirements

• Undergraduate degree, preferably in business-related field

Responsibilities

• Serve on the client service team to manage client relationships
• Participate in client meetings and networking opportunities
• Develop financial plans using eMoney software
• Prepare investment analysis and financial projects
• Manage CRM workflows and compliance documentation