What are the responsibilities and job description for the Financial Services Assistant position at Traveka Wealth?
Job Summary:
We are seeking an experienced Relationship Manager to join our team at Traveka Wealth. As a Relationship Manager, you will be responsible for building strong relationships with clients and providing exceptional service to help them achieve their financial goals.
Key Responsibilities
- Develop and implement comprehensive financial plans for clients.
- Work closely with advisors to deliver exceptional service and meet client needs.
- Maintain detailed records of client interactions and transactions.
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.
