Private Client Relationship Manager
Capital(1 month ago)
About this role
The Private Client Relationship Manager at Capital Group oversees the day-to-day operations of a Private Wealth Advisor’s practice to ensure sales and service objectives are achieved and the practice remains productive. The role serves as a subject-matter resource for complex client matters, supports retention and growth, and partners with advisors and marketing to develop and implement business plans. It also provides oversight of client service staff to maintain high-quality client and prospect experiences.
Required Skills
- Client Management
- Sales Acumen
- Relationship Building
- Business Planning
- Communication
- Leadership
- Financial Analysis
- Team Oversight
Qualifications
- Bachelor's Degree
- Graduate Degree (Preferred)
- Series 65 (Must be obtained within 60 days of hire)
- CFP (Preferred)
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
View more jobs at Capital →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Capital
Similar Jobs
Private Bank - Client Lifecycle Management (CLM) Specialist, AVP/Associate
Deutsche Bank(27 days ago)
PIA Client Relationship Associate
TD Bank Group(1 month ago)
PIA Client Relationship Associate
TD Bank Group(1 month ago)
Private Wealth Advisor
BMO US(29 days ago)
Private Client Relationship Manager
EPIC Brokers(1 month ago)
PIA Client Relationship Associate
TD Bank Group(1 month ago)