- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all ... CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group.… more
- City National Bank (New York, NY)
- …and CNS Brokerage statements with clients. Partner with City National Securities ( CNS ) Investment Officer (IO) to communicate with clients about current ... and grows client relationships through high touch service and delivering investment analysis, financial planning and customized credit solutions to individuals and… more