What are the responsibilities and job description for the Relationship Manager 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.
Experience Requirements
0-2 years of experience in financial services or related field
Entry-level position with growth potential
Required Qualifications
Bachelor's degree in Finance, Business, or related field
Series 65 license required (must obtain within 90 days if not currently held)
Strong interpersonal and communication skills
Detail-oriented with strong organizational abilities
Proficiency with Microsoft Office suite
Eagerness to learn and grow in the wealth management industry
Primary Responsibilities
Client Communications
Serve as primary liaison between clients and head financial advisor
Generate clear action items and provide timely follow-up on client requests
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
Monitor client portfolios and flag issues for head advisor's attention
Facilitate smooth onboarding of new clients, including paperwork and account transfers
Coordinate with operations, compliance, and investment management teams
Compensation & Benefits
Base Compensation
Total compensation range : $85,000 - $100,000
Structure : Base salary annual bonus
Benefits
Health insurance with employer paying 70% of the premium costs
30 days of paid-time off (PTO) every full calendar year
Generous employer-paid retirement account contributions after 1 year of service :
Mandatory 401(k) Safe Harbor Match of 3% of compensation
Discretionary 401(k) Profit Sharing of up to 6% of compensation
Cash Balance Plan of 2% of compensation
Hybrid work policy – three days in the office and two days virtual
Desired Skills & Development
Interest in pursuing CFP® designation
Familiarity with financial planning software (especially eMoney)
Basic understanding of investment and financial planning concepts
Commitment to professional growth in wealth management
The ideal candidate will be a detail-oriented professional with strong communication skills who is eager to build a career in wealth management while providing exceptional support to advisors and clients.
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