Client Manager at City National Bank
Las Vegas, NV 89135
About the Job
CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships
Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region
Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned
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
What you will do Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly
Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments
Utilize planning capabilities and proactively offer customized solutions to all clients
Identity new opportunities by deepening and broadening existing relationships
Participate with CNB team on sales calls
Help Banker facilitate pre-brief and de-brief meetings
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
Lead coordination with all partners to ensure a smooth and seamless on-boarding process
Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews
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 and discuss/recommend changes to their existing solution set
Ensure full client team is coordinated on communication
Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly
Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing
Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients
Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials
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 facilitates)
Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship
Ensure renewal, covenant monitoring, and related documents are received in a timely manner
Ensure the bank has a current Investment Policy Statement that is aligned with the client’s objectives
Maintain all appropriate training and continuing education requirements for licenses and certifications
Must-Have* Bachelor's Degree or equivalent Minimum 5 years of sales and relationship management experience in financial services preferably in one or more of the following: asset management, banking/credit, personal trust, and brokerage services
Minimum 4 years of experience with high net worth clients FINRA Series 7 and 63 and 65 or 66 Skills and Knowledge 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 Compensation Starting base salary: $101,231 - $172,355 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The 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
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#LI-DN1 #CA-DN1
Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region
Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned
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
What you will do Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are created, and meeting with prospective clients jointly
Partner with Private Banker in profiling across the full spectrum of the needs of PB target segments
Utilize planning capabilities and proactively offer customized solutions to all clients
Identity new opportunities by deepening and broadening existing relationships
Participate with CNB team on sales calls
Help Banker facilitate pre-brief and de-brief meetings
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
Lead coordination with all partners to ensure a smooth and seamless on-boarding process
Manage relationships with the Private Banker and client team in planning, delivery and regular review with clients including the obtaining of information to complete the 360 reviews
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 and discuss/recommend changes to their existing solution set
Ensure full client team is coordinated on communication
Work closely with Credit Team members in analyzing the financial needs of clients and monitoring their ongoing financial and personal circumstances to make adjustments or take action accordingly
Ensure that required financial information is received in a timely manner and coordinate the preparation of loan documents and subsequent signing
Manage client relationships to maximize client retention and grow the business in compliance with the goals and objectives of the clients
Work with the Private Banker and rest of Client Team to ensure preparation of all presentation and review materials
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 facilitates)
Communicate in a timely and productive manner with clients and with all risk areas, especially the credit team when there is a borrowing relationship
Ensure renewal, covenant monitoring, and related documents are received in a timely manner
Ensure the bank has a current Investment Policy Statement that is aligned with the client’s objectives
Maintain all appropriate training and continuing education requirements for licenses and certifications
Must-Have* Bachelor's Degree or equivalent Minimum 5 years of sales and relationship management experience in financial services preferably in one or more of the following: asset management, banking/credit, personal trust, and brokerage services
Minimum 4 years of experience with high net worth clients FINRA Series 7 and 63 and 65 or 66 Skills and Knowledge 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 Compensation Starting base salary: $101,231 - $172,355 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The 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
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#LI-DN1 #CA-DN1
