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Wealth Strategist
City National Bank - Houston, TX
WEALTH STRATEGIST CNR WHAT IS THE OPPORTUNITY? This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team ...
Investment Consultant
City National Bank - Houston, TX
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate plannin...
Portfolio Manager Associate
City National Bank - Houston, TX
PORTFOLIO MANAGER ASSOCIATE WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. WHAT WILL YOU DO? Partner with portfolio managers ...
