Private Banker
City National BankHighlight
Summary
About the Role
About You
- Bachelor's Degree or equivalent.
- Minimum 10 years of experience in asset management, banking/credit, personal trust, and brokerage services.
- Minimum 10 years of sales and relationship management experience in financial services, preferably with high net worth clients.
- California Insurance License.
- Must be in good standing under 'The Secure and Fair Enforcement for Mortgage Licensing Act of 2008' (Safe Act) and registered with the 'Nationwide Mortgage Licensing System and Registry'.
- Strong understanding of products and services applicable to high net worth clients.
- Superior knowledge of credit policies and bank operations.
- Demonstrated sales and marketing abilities.
- Strong interpersonal, verbal, and written communication skills.
- Possession of CFP, JD/LLM, CIMA, or Cannon Certified Wealth Strategist designation.
- FINRA Series 7 and 63, and 65 or 66 securities licenses.
Benefits
- Comprehensive healthcare coverage including Medical, Dental, and Vision plans.
- Generous 401(k) company matching contribution.
- Career Development through Tuition Reimbursement and internal training resources.
- Valued Time Away benefits including vacation, sick, and volunteer time.
- Specialized health and family planning benefits.
- Career Mobility support from a dedicated recruitment team.
- Colleague Resource Groups for networking and community engagement.
At City National Bank, here for every stage of the journey. Since our founding in 1954, we've always prioritized helping our clients, colleagues and communities flourish, and our legacy of integrity and unparalleled client relationships continues to drive strong growth today. Along with personal, private and business banking, City National Securities offers a full range of investment capabilities, brokerage and leasing services, and software solutions. We are committed to a company culture that promotes diversity, equity and inclusion in the workplace. Investment products: • Are not insured by the FDIC or any other federal government agency • Are not deposits of or guaranteed by a Bank or any Bank affiliate • May lose value Equal Housing Lender | NMLSR ID# 536994 City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada, one of the world’s largest banks. Brokerage Services are provided through City National Securities,Inc. (Member FINRA/SIPC), a subsidiary of City National Bank. Investment management services provided by City National Bank through its wholly owned subsidiary City National Rochdale, LLC, a SEC registered investment advisor.