Refine Your Search
Displaying results 136 - 137 of 137
Wealth Analyst I
City National Bank - Beverly Hills, CA
WEALTH ANALYST I WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainme...
Client Servicing Manager Division Operations- Private Bank
City National Bank - Los Angeles, CA
Client Servicing Manager Division Operations- Private Bank WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank management team on client servicing, operational risk management and compliance matters. Works with the management team to incorporate client service and operational integrity into all aspects of the lending unit delivery ch...
