What are the responsibilities and job description for the Relationship Manager position at TritonPoint Wealth?
Overview:
TritonPoint Wealth, renowned for its entrepreneurial and independent spirit, seeks a Relationship Manager who embodies our values of trustworthiness, knowledge, and collaboration. This role is integral to cultivating empowering relationships with clients, ensuring their financial confidence and freedom.
Key Responsibilities:
• Client-Centric Relationship Building: Foster deep, trusting relationships with clients, understanding and aligning with their financial aspirations.
• Holistic Financial Guidance: Provide comprehensive, creative financial solutions encompassing investments, tax strategies, and estate planning.
• Adaptive Portfolio Management: Manage client portfolios with diligence and adaptability, aligning with individual goals and risk profiles.
• Empowering Communication: Regularly engage with clients, empowering them with knowledge and confidence in their financial journey.
• Entrepreneurial Business Development: Drive growth through innovative client acquisition and retention strategies.
• Collaborative Teamwork: Work in harmony with diverse teams, contributing to a culture of mutual learning and intellectual growth.
• Commitment to Compliance and Integrity: Uphold the highest standards of professionalism, adhering to regulatory requirements.
Qualifications:
• Bachelor’s degree in a relevant field; CFP® or similar designation preferred.
• 5 years in wealth management, with a proven track record of client satisfaction.
• Deep understanding of financial markets and wealth management strategies.
• Exceptional communication skills, with a client-first mindset.
• Proficient in modern financial planning tools and CRM systems.
• A collaborative, open-minded approach to work and learning.
• Team player with a collaborative spirit and the ability to thrive in a dynamic environment.
• A passion for finance and a strong commitment to personal and professional development within the wealth management industry.
Career Growth Opportunity:
At TritonPoint Wealth, you’re not just an employee; you’re a valued member of our team. We offer a nurturing environment with an apprenticeship model, providing access to early, meaningful client interactions and progressive career path opportunities. We’re committed to your long-term growth and success, valuing your voice and contributions.