Client Manager

CLIENT MANAGER WHAT IS THE OPPORTUNITY? Is primary point of contact and service provider for existing and newly developed relationships

Retains and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and families within a specific region

Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ultra-high-net prospects and clients and is responsible for profitable growth within the portfolio assigned

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

What you will do 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

Must-Have* 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 FINRA Series 7 and 63 and 65 or 66 Skills and Knowledge 10 years of experience in financial services and 8 years of experience working with high net worth clients

Possesses a proven track record of strong relationship management skills

Proactively contribute suggestions and demonstrate- productive collaboration with the team of Private Bankers supported and with Line of Business and product partners

Compensation Starting base salary : $122,535 - $208,715 per year

Exact compensation may vary based on skills, experience, and location

This job is eligible for bonus and / or commissions

To be considered for this position you must meet at least these basic qualifications The 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

Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues

Get an inside look at our Benefits and Perks

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.

ABOUT CITY NATIONAL We start with a basic premise : Business is personal

Since day one we've always gone further than the competition to help our clients, colleagues and community flourish

City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today

City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.