Senior Private Banking Client Manager

City National Bank

Montecito (CA)

On-site

USD 123,000 - 209,000

Full time

5 days ago

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Benefits offered by this job

Healthcare benefits

401(k) matching

Job summary

City National Bank seeks a Client Manager in California to serve as the primary contact for existing and new relationships, delivering investment analysis, financial planning, and customized credit solutions. You will partner with Private Bankers to grow a high-net-worth portfolio and coordinate onboarding with all partners to ensure a smooth process.

Requires 10 years in relationship management in financial services, 8 years with high-net-worth clients, and Safe Act licensing or eligibility.

Qualifications

Bachelor's Degree or equivalent required.
Minimum 10 years relationship management experience in financial services; preferably with assets management, banking/credit, personal trust, and brokerage.
Minimum 8 years experience working with high net worth clients.
Must be in good standing under Safe Act and registered/licensed or able to register.

Responsibilities

Serve as primary contact and service provider for existing and new relationships within a region.
Partner with Private Bankers in business development and relationship management activities.
Identify new opportunities by deepening and broadening existing relationships.
Coordinate with CNB team on sales calls and meetings with prospective clients.
On-board new clients or expand current clients with investment management, trust, loans, deposits, and other solutions.