Relationship Specialist - RIA/BT
Capital(14 days ago)
About this role
The Relationship Specialist at Capital Group establishes and maintains relationships with Registered Investment Advisors, providing financial consultation on investment products and services. The role involves collaborating with team members to design client retention strategies and identify growth opportunities, within a culture that values diversity, inclusion, and professional development.
Required Skills
- Financial Consultation
- Client Relationship
- Sales Strategy
- Investment Products
- Presentations
- Customer Service
- Research
- Database Management
- Problem Solving
Qualifications
- SIE License
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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