Senior Relationship Manager

Company Description

Founded in January 2022, Centricity WealthTech empowers finance and investment professionals aspiring to establish their independent practices. The platform delivers a comprehensive SAAS-based investment management solution, including digital transactional capabilities for a diversified product suite. We aim to provide consistency in the family office experience for a range of investors, from emerging affluent to high net worth categories. Our approach ensures that wealth management professionals can focus on their clients’ interests, providing stability and avoiding employer-driven priorities. We combine boutique design with institutional capabilities to serve our clients effectively.

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 building and maintaining strong relationships with clients, providing personalized financial advice, and managing client portfolios. The role includes identifying new business opportunities, ensuring client satisfaction, and adhering to compliance guidelines. The individual will work closely with various teams to deliver comprehensive wealth management solutions and achieve business objectives.

Qualifications

• Strong interpersonal and communication skills to build and maintain client relationships
• Experience in financial advice, portfolio management, and investment planning
• Ability to identify new business opportunities and understand client needs
• Knowledge of compliance and regulatory guidelines related to wealth management
• Proficiency in using financial tools and software for managing client portfolios
• Excellent organizational and time-management abilities
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications such as CFP, CFA, or similar are advantageous
• Previous experience in a similar role within the wealth management industry is preferred