Private Client Relationship Manager

Capital Group

Los Angeles, California, United States
Base: $127,925-170,566; bonus/equity: not specifie...
Strong sales and service acumen
Collaborative team player
Ability to manage client relationships
As a Private Client Relationship Manager, you will manage the day-to-day operations of the Private Wealth Advisor’s practice

Job Summary

  • As a Private Client Relationship Manager, you will manage the day-to-day operations of the Private Wealth Advisor’s practice.
  • You will drive exceptional client experiences while strengthening relationships and supporting retention and growth.
  • Capital Group offers a competitive salary, bonuses, and generous health benefits from day one.

Matching Summary

As a Private Client Relationship Manager, you will manage the day-to-day operations of the Private Wealth Advisor’s practice.

Salary

Base: $127,925-170,566; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • strong sales and service acumen
  • collaborative team player
  • ability to manage client relationships

Nice-to-have

  • agile and entrepreneurial mindset
  • ability to anticipate client needs
  • strong internal communication skills

Key Requirements

  • Bachelor’s degree required
  • Series 65 must be obtained within 60 days of hire
  • CFP preferred

Work Rights

Not specified

Tailored Resume

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