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Business Development Specialist - Wealth Management
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$65,296 - $104,304 a year
Full-time
- Become an integral part of the SIC's business unit.
- For over 35 years, City National Rochdale has specialized exclusively in providing intelligently personalized portfolio management for high-net-worth individuals, families, and institutions with $1m or more in investable assets.
- Develop persuasive marketing materials and present with the SIC to the FAs and CPAs motivating them to meet with CNRs investment management team and learn about our services.
- Review draft proposal with FA prior to presentation by SIC
- Assist in the transition of new client assets from SIC to PM team including reviewing the client accepted proposal with the PM team
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