Requirements:

• Bachelor’s degree in finance, Business Administration, or related field; Master's degree or professional certification (e.g., CA ACCA, CPA) preferred.
• Minimum of 4 years of experience in wealth management, financial planning, or related field, with specific experience working with high-net-worth individuals and families.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• Proficiency in Microsoft Office suite and financial management software (e.g., Excel, CRM systems, Zoho, Quickbooks).
• Proven ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
• Attention to detail and commitment to maintaining the highest standards of accuracy and professionalism.
• Ability to maintain confidentiality and handle sensitive information with discretion.