Senior Relationship Manager

Job Description

Company Description Founded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices. Our SAAS-based investment management platform features digital transaction capabilities for a wide range of products. We provide a consistent family office experience for investors across emerging affluent, affluent, and high net worth categories. Our boutique approach offers the stability and focus that clients prefer, avoiding the ever-changing priorities of larger institutions. Centricity is designed to support both the advisor and the investor for long-term success. Role Description This is a full-time, on-site role for a Senior Relationship Manager located in Bhubaneswar. The Senior Relationship Manager will be responsible for managing and nurturing client relationships, identifying and addressing client needs, and ensuring client satisfaction. Day-to-day tasks include developing and executing strategic plans to meet client needs, maintaining regular communication with clients, providing investment advice, and conducting financial analyses. The role also involves collaborating with internal teams to ensure seamless service delivery and staying abreast of industry trends to provide clients with updated and relevant information. Qualifications 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 Show more Show less