Senior Client Relationship Manager – Private Banking

City National Bank; Los Angeles (CA); On-site; USD 123,000 - 209,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away

Job summary

City National Bank in Los Angeles seeks a Client Manager to be the primary contact for existing and new relationships, delivering investment analysis, financial planning, and customized credit solutions to high-net-worth individuals and families within a defined region. You will collaborate with Private Bankers on business development, profile client needs, and provide proactive solutions.

The role includes onboarding new clients and coordinating with Credit, Investment, and Banking teams to

Qualifications

• Bachelor's degree or equivalent.
• At least 10 years of relationship management experience in financial services.
• Minimum of 8 years of experience working with high net worth clients.
• Must be in good standing under Safe Act and registered/licensed with NMLS, or eligible for registration.

Responsibilities

• Support Private Banker in new business development by coordinating resources and meeting with prospective clients.
• Profile client needs and offer customized financial solutions.
• Identify opportunities by deepening existing relationships.
• Lead onboarding for new clients and coordinate loan, investment, and fiduciary services.

Skills

Relationship management

High-net-worth clients

Collaboration with Private Bankers

FINRA Licenses (7/63/65/66)

Education

Bachelor's Degree

Job description

City National Bank in Los Angeles seeks a Client Manager to be the primary contact for existing and new relationships, delivering investment analysis, financial planning, and customized credit solutions to high-net-worth individuals and families within a defined region. You will collaborate with Private Bankers on business development, profile client needs, and provide proactive solutions.

The role includes onboarding new clients and coordinating with Credit, Investment, and Banking teams to