icims
Private Banker
City National Bank
San Francisco, USA
Full-time
Mid · 8+ years experience
Onsite
USD 122535-208715 yearly / year
Discovered 1 weeks ago
Free
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- Develop new relationships externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners.
- Profile across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services.
- Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief meetings.
- Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client’s lead or sole provider.
- Manage relationships by leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team is coordinated on communication.
- Analyze financial needs of clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
- Ensure that relationship plans have been developed and are implemented.
- Work with the Client Manager and rest of client team to ensure preparation of all presentation and review materials.
- Ensure that client’s current goals, risk tolerance, and constraints are reflected in the IPS for managed investments.
- Ensure that regular, tailored investment and relationships reviews occur between client team and client.
- For those colleagues with FINRA Licenses, review asset management and CNS Brokerage statements with clients. Partner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Discuss changes to strategies with the CNS IO.
- Keep current on client’s financial information while ensuring that clients understand the solutions being provided (including terms and conditions for any and all credit facilities).
- Communicate in a timely and proactive manner with clients and with all risk areas, especially the Credit Team where there is a borrowing relationship.
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