Job Description: As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. Job Responsibilities: Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings. Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication. Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners. Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider. Job Requirements: Superior knowledge of credit policies and procedures, and bank operations policies and procedures. Strong understanding of all products and services applicable to high net worth clients. Demonstrated sales and marketing abilities. FINRA Series 7 and 63 and 65 or 66 Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. California Insurance License Bachelor's Degree MBA 15 years of experience in financial services Or Strong interpersonal, verbal, and written communication skills 15 years of experience in financial services Or Minimum 10 years of experience in one or more of the following: asset management, banking/credit, personal trust, and brokerage services. Job Details: Company: City National Bank Vacancy Type: Full Time Job Location: San Francisco, CA, US Application Deadline: N/A Apply Here vacanciesforyou.net
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