Client Relationship Manager

3 days ago


Walnut Creek, California, United States City National Bank Full time

Job Summary

We are seeking a highly skilled Client Manager to join our team at City National Bank. As a Client Manager, you will be responsible for retaining and growing client relationships through high-touch service and delivering investment analysis, financial planning, and customized credit solutions to individuals and families within a specific region.

Key Responsibilities

  • Partner with Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients.
  • Identify new opportunities by deepening and broadening existing relationships.
  • Assume primary responsibility for on-boarding new clients or expanding current clients with new investment management and trust, new loan facilities, new deposits, and all other solutions.
  • Manage relationships with the Private Banker and 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.

Requirements

  • Bachelor's Degree or equivalent.
  • Minimum 10 years of relationship management experience in financial services; preferably one or more of the following: asset management, banking/credit, personal trust, and brokerage services.
  • Minimum of 8 years of experience working with high net worth clients.
  • FINRA Series 7 and 63 and 65 or 66.

Compensation

Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.



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