What are the responsibilities and job description for the Wealth Management Coordinator position at Traveka Wealth?
Job Overview:
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 Skills
- Familiarity with financial planning software (especially eMoney).
- Basic understanding of investment and financial planning concepts.
- Commitment to professional growth in wealth management.
Responsibilities
- Assist clients with their financial needs and goals.
- Work closely with advisors to develop and implement comprehensive financial plans.
- Provide excellent customer service and communication skills.
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.
