ADDITIONAL QUALIFICATIONS

• Completion of or pursuit of CFA designation, MBA or both.
• FINRA Series 7: General Securities Rep
• Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services.
• Excellent analytical and financial analysis skills.
• Strong computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc.
• Strong interpersonal, verbal and written communication skills.
• Demonstrated sales skills.

ABOUT US

Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

• Proactive efforts to establish contact with targeted FAs and CPAs to use CNR’s High Net Worth services using all means of communications, including phone, attendance at meetings and seminars, and responding to incoming inquiries.
• Interact with Bank Colleagues and make on going calls to introduce banking services to FA’s and CPA’s
• Collect and organize incoming client investment statements as submitted by independent FA
• Determine the appropriate portfolio structure to be applied to a specific client circumstance
• Develop persuasive marketing materials and present with the SIC to the FAs and CPAs motivating them to meet with CNR’s investment management team and learn about our services.
• Communicate with FA to determine investment objective of client
• Review analysis and proposals with FA’s over the phone and in person.
• Initiate the proposal process by performing analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation, income needed and risk tolerance
• Review draft proposal with FA prior to presentation by SIC
• Assist in the transition of new client assets from SIC to PM team including reviewing the client accepted proposal with the PM team
• Attend PM strategy meetings and provide input on marketing and sales objectives.