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Financial Advisor Senior
City National Bank - West Hollywood, CA
FINANCIAL ADVISOR SENIOR WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis provi...
Relationship Associate Senior - PBB
City National Bank - Los Angeles, CA
RELATIONSHIP ASSOCIATE SENIOR - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing all cashiering requ...
Client Officer
City National Bank - Los Angeles, CA
CLIENT OFFICER WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in intervie...
Private Wealth Analyst
City National Bank - Los Angeles, CA
PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management ...
Client Manager
City National Bank - Los Angeles, CA
CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region. Partners with the Priv...
Relationship Associate Senior - PBB
City National Bank - West Hollywood, CA
RELATIONSHIP ASSOCIATE SENIOR - PBB WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all areas of client service, operational tasks, and sales consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively engages in completing ...
Relationship Manager II ENT
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER II ENT WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the Multi-Family Office business segment. This person will focus on outreach to receptive prospects generated from a curated list. This person will onboard the client and remain a point of contact while an assigned colleague manages the relatio...
Credit Associate Sr - Entertainment & Sports, HNW
City National Bank - Beverly Hills, CA
CREDIT ASSOCIATE SR-Entertainment & Sports, HNW WHAT IS THE OPPORTUNITY? The Credit Associate Sr. is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, underwriting, and portfolio review activities including facilitating credit risk recommendation. The Credit Associate Sr. may be ...
Account Manager ENT
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their indivi...
Account Manager Senior ENT
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER SENIOR ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of products and services for their...
Compliance Officer-Deposits and Payment Operations
City National Bank - Los Angeles, CA
COMPLIANCE OFFICER-DEPOSITS & PAYMENT OPERATIONS WHAT IS THE OPPORTUNITY? Position is responsible for overseeing and maintaining assigned areas of the compliance program covering consumers, including monitoring business areas for compliance with applicable laws and regulations and ensuring controls are in place to mitigate compliance risk. The incumbent is responsible for m...
Private Banker
City National Bank - Beverly Hills, CA
PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profita...
Investment Relationship Officer
City National Bank - Beverly Hills, CA
INVESTMENT RELATIONSHIP OFFICER WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight a...
Relationship Manager CB
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfoli...
Client Officer Senior
City National Bank - Los Angeles, CA
CLIENT OFFICER SENIOR WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. • Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client Manager in...
