Apollon Wealth Management

Apollon Wealth Management
Columbus, OH
Job Description
The Apollon Wealth Management Role requires a Relationship Manager to deliver top-notch wealth management services to clients and advisors. This role involves client management, trading order execution, portfolio tracking, account servicing, and ensuring compliance. It offers a multifaceted experience and relies on collaboration between advisory and back office staff.

Requirements

  • 5+ years recent industry experience
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms
  • Industry licensing (not required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Proficiency in financial software and tools
  • Dedication to maintaining client confidentiality
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