What are the responsibilities and job description for the Business Development Associate position at Traveka Wealth?
About the Role:
Key Responsibilities
- Serve as primary liaison between clients and head financial advisor.
- Coordinate and prepare materials for client meetings.
- Maintain detailed notes of client interactions in CRM.
Technical Operations
- Process account maintenance requests and prepare custodian paperwork.
- Develop knowledge of custodial platforms and procedures.
- Create and maintain eMoney financial plans.
- Facilitate smooth onboarding of new clients, including paperwork and account transfers.
Requirements
- 0-2 years of experience in financial services or related field.
- Entry-level position with growth potential.
- Bachelor's degree in Finance, Business, or related field.
- Proficiency with Microsoft Office suite.
- Eagerness to learn and grow in the wealth management industry.
