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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
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PRIVATE WEALTH ANALYST
WHAT IS THE OPPORTUNITY?
Partner with the Head of Business Owner Advisory Services (BOAS) in business development, thought leadership and market research to advise business owner prospects and clients. Support the team in delivering business transition analysis and planning materials for high-net-worth and ultra-high-net-worth individuals and families.
Wealth Management Division: Private Banking
As a member of City National’s Wealth Management – Private Banking group, you will help deliver tailored advice and solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart.
What you will do
- Support BOAS team members in providing advice to private business owners/entrepreneurs on executing their business transition strategy
- Assist in developing thought leadership and marketing materials for Private Bankers by researching trends and performing market analyses using a variety of database tools
- Collaborate closely with Wealth Planners and Investment Consultants (including learning wealth planning and investment proposal tools) to assist in determining appropriate recommendations and provide services across the full product spectrum
- Partner with PB teams in business development initiatives
- Participate with CNB team on sales meetings/calls including pre-brief and de-brief meetings.
- Prepare alongside BOAS team members for speaking engagements (in-person or virtually) as well as actively participate from time-to-time
- As directed, evaluate deal terms and corporate documents and (in time) communicate guidance to the client/prospect
- Keep current on active client/prospect opportunities and ensure appropriate, timely follow-up is being provided
- Lead administrative projects and ongoing business management metrics tracking and reporting
- Maintain all appropriate training and continuing education requirements for licenses and certifications
Must-Have*
- 5 years of experience in investments, financial services, or other related industries including: investment banking, business valuation, M&A legal, private capital, consulting, or asset management
- Minimum of 5 years of experience with Microsoft Excel and PowerPoint programs
- Minimum of 3 years working in a professional team environment
- Willingness to travel as needed
Skills and Knowledge
- FINRA Series 7 and 63 securities licenses (or ability to obtain) required
Compensation
Starting base salary: $95,729 - $152,861 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
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.
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