City National Bank · 22 hours ago
Client Manager
Beverly Hills, CA
Full-time
Onsite
Senior Level, Lead/Staff
$123K/yr - $209K/yr
10+ years expCity National Bank is a subsidiary of Royal Bank of Canada, dedicated to fostering strong client relationships since 1954. The Client Manager will serve as the primary point of contact for existing and new client relationships, focusing on delivering investment analysis, financial planning, and customized credit solutions, while collaborating with Private Bankers to support high-net-worth clients.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
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
Preferred
FINRA Series 7 and 63 and 65 or 66
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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