Private Wealth Management Specialist

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 skills
• Excellent Analytical Skills and Finance knowledge
• Effective Communication skills for client interactions
• Relevant industry certifications (e.g., CFP, CFA) are a plus
• Bachelor's degree in Finance, Economics, or related field
• Ability to work independently and as part of a team
• Proficiency in financial software and tools
• Experience in wealth management or related field is preferred