Apply on Kit Job: kitjob.in/job/45mcei

- *Job Title:** Wealth Management
- *Department:** Finance / Investment Advisory
- *Location:** Chennai
- *Note:** Kindly **mention my name "DHIVYA"** in the **entry/interview form** and **give me a call once you reach the office.**
- *About Casagrand**

nCasagrand is a leading real estate enterprise committed to building excellence and creating value. With a focus on customer satisfaction and innovation, we continue to expand our footprint while nurturing long-term relationships with our clients, partners, and stakeholders.n
- *Role Overview**

nThe Financial Advisor will be responsible for providing comprehensive financial guidance to clients, helping them achieve both short-term and long-term financial goals. This role requires solid relationship management, analytical skills, and expertise in financial planning, investment advisory, and risk management. The ideal candidate should possess strong communication skills and a client-first mindset, ensuring transparency, trust, and high-quality advisory service.n
- *Key Roles and Responsibilities**
- *Client Relationship Management**
- Build and maintain long-term, trusting relationships with clients.
- Conduct periodic review meetings to understand client goals, risk tolerance, and life changes.
- Proactively communicate investment updates, portfolio performance, and market movements.
- *Financial Planning**
- Analyze clients financial position including income, expenses, assets, and liabilities.
- Create customized financial plans addressing short-term and long-term objectives.
- Advise clients on budgeting, savings, cash flow management, and debt reduction strategies.
- *Investment Advisory**
- Recommend suitable investment products such as stocks, bonds, real estate, and mutual funds based on client needs and risk appetite.




- Develop and manage diversified investment portfolios.
- Monitor market conditions and adjust or rebalance portfolios when required.
- *Retirement Planning**
- Assist clients in planning for retirement to ensure stable future income.
- Provide guidance on retirement schemes including pension plans, EPF/PPF, 401(k) and IRAs (where applicable).
- Plan and recommend appropriate contribution strategies for retirement growth.
- *Tax and Risk Management**
- Recommend tax-efficient investment strategies to optimize after-tax returns.
- Identify potential financial risks and advise on suitable insurance coverage (health, life, disability, long-term care, etc.).
- Collaborate with tax professionals and accountants to ensure proper execution of tax strategies.
- *Qualifications & Skills**
- *Education & Experience**
- Bachelors degree in finance, Economics, Business Administration, or related field.
- Professional certifications like CFP, CFA, NISM, or similar (preferred).
- Proven experience in financial advisory, wealth management, or investment planning.
- *Technical & Professional Skills**
- Strong knowledge of investment products, financial planning tools, and market regulations.
- Analytical thinking with ability to evaluate financial data and recommend strategies.
- Proficiency in investment software and Microsoft Office Suite.
- *Behavioral Skills**
- Excellent communication and interpersonal skills.
- Customer-centric approach with strong ethical standards.
- Ability to manage multiple client portfolios and work in a fast-paced environment.
- *Salary & Advantages**
- As per company standards and candidate experience.
- Performance-based incentives and bonuses.
- *To Apply:** Send your resume to
- *[email protected]**

n

Call: **+91 (phone hidden)**

Apply on Kit Job: kitjob.in/job/45mcei

📌 Walk-in || Wealth Manager (Chennai)
🏢 Casagrand
📍 Chennai