Senior Private Banker — UHNW Wealth Advisor

City National Bank; Pasadena (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

City National Bank seeks a Private Banker to develop and manage relationships with high- and ultra-high-net-worth clients in our market. You will provide integrated financial guidance across banking, credit, asset management, trust and estate planning, and brokerage.

You’ll lead client teams, tailor solutions, and coordinate across CNB resources to grow profitability while maintaining risk controls. A Safe Act compliant license track is required.

Qualifications

• Must manage relationships with high- and ultra-high-net-worth clients.
• Provide integrated guidance across banking, credit, asset management, trust and estate planning, and brokerage.
• Ability to lead client teams and coordinate across CNB resources while managing risk.

Responsibilities

• Develop and manage relationships with high- and ultra-high-net-worth clients.
• Provide integrated financial guidance across banking, credit, asset management, trust and estate planning, and brokerage.
• Lead client teams and coordinate across CNB resources to grow profitability while maintaining risk controls.

Skills

Relationship management

Financial guidance

Team coordination

Client communication

Education

Safe Act license track

Job description

City National Bank seeks a Private Banker to develop and manage relationships with high- and ultra-high-net-worth clients in our market. You will provide integrated financial guidance across banking, credit, asset management, trust and estate planning, and brokerage.

You’ll lead client teams, tailor solutions, and coordinate across CNB resources to grow profitability while maintaining risk controls. A Safe Act compliant license track is required.