Private Wealth Management Specialist
2 days ago
Company Description
Founded in January 2022, Centricity WealthTech empowers finance and investment professionals who are aiming to establish their independent practices. The platform provides a comprehensive SAAS-based investment management service, including digital transactional capabilities for a diverse product suite. By focusing on stability and the interests of clients, Centricity WealthTech aims to bring the consistency of the family office experience to a wide range of investors, from emerging affluent to high net worth individuals. Our boutique approach by design and institutional capabilities by default ensure tailored and reliable investment solutions.
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 comprehensive financial planning and analytical services. Daily tasks include managing investment portfolios, developing investment strategies, and offering personalized financial advice to clients. The role also involves effective communication with clients to ensure their financial goals are met while adhering to regulatory guidelines.
Qualifications
- Financial Planning and Investment Management skills
- Strong Analytical Skills and proficiency in Finance
- Excellent Communication skills
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications such as CFA, CFP, or similar are a plus
- Experience in wealth management or financial planning is preferred
- Ability to work independently and as part of a team
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