Relationship Manager, Outsourced Advisory Solutions
Capital(26 days ago)
About this role
The HNW Relationship Manager supports West Coast Private Wealth Consultants within Capital Group Private Client Services, focusing on onboarding high-net-worth households and coordinating with external advisors and internal sales teams. The role involves managing proposals, tracking client and advisor opportunities, and ensuring a high-quality client experience. This position is part of Capital Group’s wealth management organization and serves as a liaison between advisors, PWCs, and internal business leaders.
Required Skills
- HNW Planning
- Sales
- Client Service
- Relationship Management
- Onboarding
- Proposal Generation
- Opportunity Tracking
- Account Maintenance
- Compliance Oversight
- Financial Acumen
+3 more
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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