PCG Advisor- Team Lead Job in Chennai at Cholamandalam Securities

Key Responsibilities:

• Client Relationship Management: Build and maintain long-term relationships with high-net-worth clients, understanding their financial needs and objectives to deliver personalized advice.
• Financial Planning: Develop and implement comprehensive financial plans that encompass investment management, retirement planning, estate planning, tax strategies, and risk management.
• Investment Management: Provide clients with investment recommendations based on their risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to ensure alignment with client objectives.
• Estate and Legacy Planning: Advise clients on estate planning strategies, including trust and estate administration, charitable giving, and wealth transfer to future generations.
• Tax Planning: Collaborate with tax professionals to develop tax-efficient strategies that maximize client wealth while minimizing tax liabilities.
• Risk Management: Identify potential risks in clients’ financial portfolios and recommend appropriate insurance products or strategies to mitigate those risks.
• Client Acquisition: Identify and pursue new business opportunities by networking, attending events, and leveraging referrals from existing clients.
• Compliance and Documentation: Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records and documentation for all client accounts.
• Continuous Education: Stay up-to-date with the latest market trends, financial products, and regulatory changes to provide clients with informed and relevant advice.
• Team Collaboration: Work closely with other financial professionals, including tax advisors, estate planners, and portfolio managers, to deliver a holistic approach to wealth management.

Qualifications:

Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A Master’s degree or MBA is a plus.

Certifications: Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) are highly desirable.

Skills:

• Deep understanding of financial planning, investment strategies, and wealth management.
• Strong relationship-building and interpersonal skills.
• Excellent communication and presentation skills.
• Analytical and problem-solving abilities, with attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in financial planning software and CRM tools.

We are a proud member of both Bombay Stock Exchange Limited and National Stock Exchange of India Limited. Since our establishment in the year 1994, we have been committed to providing high-quality investment services that are designed to meet the unique needs of our clients. Our team of experienced professionals is dedicated to delivering personalized investment solutions that align with our clients' long-term financial goals.