Senior Relationship Manager

As a Senior Relationship Manager at Centricity WealthTech, your primary role will involve managing and nurturing client relationships, identifying client needs, and ensuring client satisfaction. You will be responsible for developing and executing strategic plans to meet client needs, providing investment advice, and conducting financial analyses. Your day-to-day tasks will also include maintaining regular communication with clients, collaborating with internal teams for seamless service delivery, and staying updated on industry trends to provide clients with relevant information. Key Responsibilities: - Manage and nurture client relationships effectively - Identify and address client needs to ensure client satisfaction - Develop and execute strategic plans to meet client requirements - Maintain regular communication with clients and provide investment advice - Conduct financial analyses to support client investment decisions - Collaborate with internal teams for seamless service delivery - Stay abreast of industry trends to provide clients with updated information Qualifications Required: - Strong relationship management, client service, and communication skills - Financial analysis, investment advisory, and strategic planning skills - Proficiency in managing high net worth clients and providing tailored investment solutions - Experience in wealth management or financial services industry - Excellent organizational and time-management skills - Ability to work independently and as part of a team - Bachelor's degree in Finance, Business, Economics, or a related field - Relevant certifications such as CFP or CFA are a plus,