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.
#J-18808-LjbffrSenior Private Banking Client Manager in montecito at Unknown Company
This position is listed as full time and onsite.