Private Client Relationship Manager
Capital(1 month ago)
About this role
The Private Client Relationship Manager at Capital Group supports a Private Wealth Advisor’s practice, enabling strong client and prospect experiences while helping the practice grow. The role is part of the firm’s private wealth organization and contributes to business planning, client engagement, and overall practice operations.
Required Skills
- Client Servicing
- Relationship Management
- Sales Acumen
- Financial Acumen
- Team Leadership
- Business Planning
- Prospecting
- Pipeline Management
- Process Improvement
- Communication
Qualifications
- Bachelor's Degree
- Graduate Degree (Preferred)
- Series 65 (Required within 60 days)
- CFP (Preferred)
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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