Private Client Growth & Relationship Manager

Capital Group; San Francisco (CA); On-site; USD 151,000 - 189,000; Full time

Benefits offered by this job

Generous time-away benefits

Charitable contribution matching

Professional development resources

15% contribution to retirement plan

Job summary

Capital Group is seeking a Private Client Relationship Manager in San Francisco to oversee the daily operations of the Private Wealth Advisor's practice. The role focuses on delivering exceptional client experiences, managing relationships, and collaborating on business plans to expand market reach. Candidates should have a Bachelor's degree, industry knowledge, and the ability to effectively manage client service and drives results. A competitive salary ranging from $151,000 to $189,000 and generous benefits are offered.

Qualifications

• Outstanding professional experience and industry knowledge.
• Strong sales and service orientation.
• Ability to instill trust through confident interactions.
• Agility and entrepreneurial mindset to anticipate business needs.
• Collaboration with stakeholders to drive outcomes.

Responsibilities

• Manage day-to-day operations of the Private Wealth Advisor's practice.
• Drive exceptional client experiences and strengthen relationships.
• Establish efficient operating norms and execute business plans.
• Ensure strong internal communication across the team.
• Identify opportunities for process enhancements.

Skills

Sales acumen

Client relationship management

Financial acumen

Team collaboration

Education

Bachelor's degree

Graduate degree (preferred)

Job description

Capital Group is seeking a Private Client Relationship Manager in San Francisco to oversee the daily operations of the Private Wealth Advisor's practice. The role focuses on delivering exceptional client experiences, managing relationships, and collaborating on business plans to expand market reach. Candidates should have a Bachelor's degree, industry knowledge, and the ability to effectively manage client service and drives results. A competitive salary ranging from $151,000 to $189,000 and generous benefits are offered.