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At City National, we are constantly in search of experienced, client service oriented professionals who want to become a part of our team and make a difference.

Senior Portfolio Manager

Job ID WMS-9153 CityBeverly Hills StateCalifornia Exempt/Non ExemptExempt ShiftDay Work ScheduleM-F, 8-5
City National Rochdale is an established, dynamic investment management firm located in Midtown Manhattan with regional offices across the country. We invest globally for a nationwide client base of high net worth individuals. Our focus is on sound investment advice and superior service to satisfy our client relationships.
We are seeking to add a talented professional to our Beverly HIlls team. A Portfolio Relationship Manager at City National Rochdale has the principal relationship responsibility with HNW clients and their Financial Advisors and will meet them on a regular basis to develop Intelligently Personalized (™) separately managed portfolios uniquely tailored to each client's objectives. This role requires extensive interpersonal skills as well as premier finance and investment skills. The successful candidate will possess a true desire to communicate with clients about their asset allocation, portfolio holdings and the macro economy, as well as dedicate the time necessary to develop enduring client relationships.
Primary Responsibilities:
- Develop an asset allocation for each client that is consistent with their investment objectives and risk tolerance.
- Design client portfolios through the use of individual stocks, bonds and funds, determined by the analysis our Research Team. This position is not a stock analyst position. - Understand the individual stock and bond research information provided by the research team in order to understand each company included in client portfolios and to effectively communicate with clients.
- Ensure strategic changes are properly implemented into each client portfolio.
- Meet with clients on a quarterly basis to review their asset allocations, stock holdings and discuss the performance of their portfolio.
- Review quarterly investment reports for client presentations.
- Work on a team with associates who are responsible for processing and managing all operational and administrative aspects of each clients account.
- Meet with prospective new clients and partner with our Sales Consultants to win new clients.
- Meet with existing clients on a regular basis to make in person presentations.
Basic Qualifications:
- *MBA in Finance or Economics
- *5 + years of experience in handling HNW client relationships.
- *Passed at least two Levels of the CFA exam.
- Strong interpersonal skills and a desire to regularly communicate with HNW clients and their advisors.
- A strong understanding of the fundamentals of finance and investments.
- Detail oriented with the ability to multitask, often unsupervised
- Experience building investment models; and making group presentations.
- Discretion with handling confidential documents and information.
- Excellent interpersonal, organizational, verbal and written communication skills
- Strong analytical skills
- The ability to develop business relationships, both within and outside of the organization.
- Travel Required
*Represents basic qualifications for the position.
To be considered for this position you must at least meet the basic qualifications.
City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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