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Private Banker
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- 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.
- Work with the Client Manager 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.
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