Private wealth management specialist

4 weeks ago

Bengaluru, Karnataka, India Centricity WealthTech Full time

Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients' interests rather than employers' changing priorities. Centricity provides a consistent family office experience across emerging affluent, affluent, and high net worth investors. As a boutique by design and an institution by default, we prioritize stability and client-centric services. Role Description This is a full-time on-site role for a Private Wealth Management Specialist, located in Bengaluru. The specialist will be responsible for providing personalized financial planning, managing investments, and conducting thorough financial analysis. Day-to-day tasks include developing and implementing investment strategies, creating financial plans, communicating effectively with clients, and staying updated on market trends and financial products. Qualifications Strong Financial Planning and Investment Management skillsExcellent Analytical Skills and Finance knowledgeEffective Communication skills for client interactionsRelevant industry certifications (e.g., CFP, CFA) are a plusBachelor's degree in Finance, Economics, or related fieldAbility to work independently and as part of a teamProficiency in financial software and toolsExperience in wealth management or related field is preferred

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