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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.

Sr. Investment Officer

Job ID WMS-8052 CityBeverly Hills StateCalifornia Exempt/Non ExemptExempt ShiftDay Work ScheduleM-F, 8-5
Responsible for sales of a broad range of investments, with a particular emphasis on taxable and tax-exempt fixed income securities as well as equity and fixed income mutual funds, to a highly diverse client base. Determine and document specific client investment objectives, match those objectives to appropriate investment vehicles, then make specific investment recommendations. Maintain a high degree of investment knowledge as well as a strong understanding of compliance and regulatory issues. Communicate effectively with clients and Bank colleagues in a variety of settings. Achieve and maintain significant revenue production and other performance goals.
  • *NASD Series 7 & 63 licenses required.
  • *Minimum 5 years of investment, securities and/or portfolio management experience required.
  • *Minimum 5 years of sales and/or marketing experience required.
  • Courses in money and banking, accounting, investments and finance strongly desired.
  • Strong understanding of all products and services applicable to target client.
  • Demonstrated sales and marketing abilities.
  • Strong interpersonal, verbal, and written communication skills.
*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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