City National Bank · 18 hours ago
Specialty Wealth Asset Officer Senior
Wilmington, DE
Full-time
Onsite
Mid, Senior Level
$92K/yr - $157K/yr
7+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing investment and asset management services for Specialty Wealth Assets. The Specialty Wealth Asset Officer Senior will manage a portfolio of assets, oversee property operations, and ensure compliance with regulatory requirements while coordinating with various stakeholders.
BankingFinanceFinancial Services
Responsibilities
Provides asset/investment management services for their assigned portfolio of Specialty Wealth assets held in fiduciary accounts within investment guidelines and the regulatory framework
Manages portfolio while mitigating risk and following established company and department policies, procedures, and best practices
Completes all regulatory and internal requirements associated with the assets in their portfolio in accordance with established policies, procedures and practices, such as annual reviews, inspections, valuations, document retention, audit inquiries, etc
Oversees the operations at the asset level, either through a 3rd party or directly, including but not limited to asset performance, income collection, expense payment, 3rd party repair/maintenance activities, etc
Recommends and (with appropriate approvals) implements strategies for the Specialty Wealth assets of an account which incorporates client’s investment objective, account size, asset mix, liquidity and account circumstance
Facilitates transactions and projects of Specialty Wealth assets in accounts, including acquisitions, dispositions, exchanges, leases, capital expenditures, etc
When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level
When necessary, works closely with the relationship team, clients, managers/general partners/officers, operations services, attorneys, brokers, appraisers and other industry and relationship managers to facilitate activities at the asset level
Coordinate/communicate specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers
Participate in meetings and presentations that promote product and service awareness among clients, prospects, and referral sources
Maintain a 'Satisfactory' internal and external audit review
Comply with policies to identify and resolve environmental issues and ADA compliance issues
Qualification
Required
Bachelor's Degree or equivalent
7 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus
7 years of experience in analyzing appropriate industry investments, including operating statements, market data and its sources, offering memorandums/offerings, and relevant 3rd party reports
Preferred
Proven communication, analytical, negotiating and sales skills, coupled with computer literacy
Strong attention to detail and customer service orientation
Proven ability to work in a multi-task environment with oversight
Works effectively within a team as well as individually
Professional Credentials such as CPM, CCIM or other relevant and recognized industry backed designations preferred
Formal education in relevant field/topic/major a plus
4 additional year of relevant experience may be considered as a substitute for formal education/degree
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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