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
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.
Salary : $85,000 - $100,000
