What are the responsibilities and job description for the Relationship Manager, Commercial position at Traveka Wealth?
About the Role
We are seeking an entry-level Relationship Manager to support our advisors in delivering exceptional service to high-net-worth individuals and families. This position serves as the primary day-to-day contact for clients while executing the advisor's wealth management strategies.
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
- Coordinate with operations, compliance, and investment management teams
Requirements
- 0-2 years of experience in financial services or related field
- Bachelor's degree in Finance, Business, or related field
- Proficiency with Microsoft Office suite
- Eagerness to learn and grow in the wealth management industry
- Familiarity with financial planning software (especially eMoney)
- Basic understanding of investment and financial planning concepts
- Commitment to professional growth in wealth management
Compensation
Base salary annual bonus
Generous employer-paid retirement account contributions after 1 year of service: Cash Balance Plan of 2% of compensation
