Company: City National Bank
Posted on: January 17, 2020
Develops and manages client relationships with high- net- worth and
ultra-high-net-worth individuals and families within a specific
market. Provide integrated financial services advice to these
clients including: banking, credit, asset management, trust and
estate planning, and brokerage. Manages overall relationship
profitability and portfolio risk and is responsible for profitable
growth of the portfolio. May serve as a segment or industry
specialist acting as a technical consultant to clients and
colleagues in various business segments and geographic locations.
Must be in good standing under "The Secure and Fair Enforcement for
Mortgage Licensing Act of 2008" (Safe Act) and must be
registered/licensed with the "Nationwide Mortgage Licensing System
and Registry"; or must be able to be registered under the Safe Act.
Must remain in good standing under the Safe Act.
- *BA or MBA or 15 years of experience in financial
- *Minimum 10 years of experience in one or more of the
following: asset management, banking/credit, personal trust, and
- *Minimum 10 years of sales and relationship management
experience in financial services preferably with high net worth
- FINRA Series 7 and 63, and 65 or 66 securities licenses and
state insurance license preferred.
- Bachelor's degree in Business, Finance, Economics or Accounting
- Strong understanding of all products and services applicable to
high net worth clients.
- Superior knowledge of credit policies and procedures, and bank
operations policies and procedures.
- Demonstrated sales and marketing abilities.
- Strong interpersonal, verbal, and written communication
skills.*Represents basic qualifications of the position. To be
considered for this position you must at least meet the basic
qualifications.City National Bank is an Equal Opportunity Employer
-- Minorities/Females/Individuals with Disabilities/Veterans.Note:
This preceding job description has been designed to indicate the
general nature and level of work performed by employees within this
classification. It is not designed to contain or be interpreted as
a comprehensive inventory of all duties, responsibilities, and
qualifications required of employees assigned to this job.
Note: Candidates should be advised that City National Bank does not
pay interviewee travel expenses or relocation expenses for
candidates who are hired unless previously agreed.#ca-rd Equal
Opportunity Employer Minorities/Women/Protected
Keywords: City National Bank, New York , Private Banker, Other , Roslyn, New York
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