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Sr. Private Client Advisor I - City National Bank (los angeles, california) in Los Angeles, California For Sale

Type: Other Jobs, For Sale - Private.

Job Description:/h3:
Develop 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. Manage overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. May serve as a segment or industry specialist acting as a technical consultant to clients and Private Client Advisors in various business segments and geographic locations. Originates and manages private client relationships whose trust, investment, and/or borrowing needs are complex. The focus of the position is the following areas: new client acquisition, asset management, banking, credit, trusts and estate transfers, and brokerage services. Clients tend to be multi faceted and have complex borrowing, investment, and estate transfer needs. Contributes positive suggestions and demonstrates productive collaboration with Line of Business and product partners. At this level, colleague may begin to build industry, product, market, or segment expertise in their field.
:*Bachelors degree or MBA or minimum 10 years of experience in financial services required.
:*Minimum 10 years of experience in one or more of the following required: asset management, banking/credit, personal trust, and brokerage services.
:*Minimum 10 years of sales and relationship management experience in financial services required.
:*FINRA Series 7 and 63 securities licenses and state insurance license required.
:Strong demonstrated sales and marketing abilities including cross selling skills.
:Superior client relationship skills.
:Ability to communicate effectively with all levels of Bank personnel.
:Must be capable of working well independently and in teams.
:Strong interpersonal, verbal, and written communication skills. *Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
Opportunity/Affirmative Action Employer,
Minorities/Females/Individuals with
Note: This 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.
Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
Equal Opportunity Employer
Minorities/Women/Protected Veterans/Disabled

State: California  City: Los Angeles  Category: Other Jobs
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