Financial Advisor (1-5 Years)

aswaq agro and dairy farms

job summary:

the financial advisor provides clients with professional financial guidance and personalized strategies to help them achieve their short- and long-term financial goals. this role involves assessing clients financial situations, recommending investment opportunities, managing portfolios, and offering advice on insurance, retirement planning, tax strategies, and estate planning.

key responsibilities:

develop and maintain strong relationships with clients by understanding their financial needs, goals, and risk tolerance.

create customized financial plans, investment strategies, and savings solutions tailored to each client.

monitor clients financial situations and adjust plans based on life changes, market trends, and performance.

provide guidance on retirement planning, tax optimization, insurance coverage, and estate management.

stay informed about market trends, economic developments, and financial regulations.

present financial reports, projections, and investment performance updates to clients regularly.

ensure compliance with all relevant financial regulations, laws, and ethical standards.

build new client relationships through networking, referrals, and marketing initiatives.

qualifications & skills:

bachelors degree in finance, economics, accounting, business, or related field (masters or mba preferred).

certification such as cfp (certified financial planner), cfa (chartered financial analyst), or equivalent preferred.

proven experience in financial advising, wealth management, or investment planning.

strong analytical, organizational, and communication skills.

proficiency with financial planning software and microsoft office suite.

high ethical standards, integrity, and client-first mindset.

key competencies:

strategic financial planning and analysis

investment and portfolio management

risk assessment and mitigation

interpersonal relationship management

sales and client acquisition skills

if you are interested please contact us on :

• Experience

  1 - 5 Years

• No. of Openings

  20

• Education

  Post Graduate Diploma [Other], Chartered Accountant

• Role

  Financial Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Bhanu street ,Chennai shopping mall , Daba gardens