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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.

Private Client Wealth Analyst I

Job ID PB-7958 CityNew York StateNew York Exempt/Non ExemptExempt ShiftDay Work ScheduleM-F, 8-5
Supports Private Bankingclient teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and clients.
  • *Minimum 2 years of experience in investments or other financial services industries.
  • *Minimum 2 years of experience with Microsoft Excel and PowerPoint programs as well as Bloomberg, Morningstar Advisor Workstation, MoneyTree Allocation Master, and their financial databases.
  • *Minimum 2 years working in a professional team environment.
  • Minimum 3 years of experience in investments or other financial services industries or a BA degree preferred. Enrollment in CFP or CWS is required.
  • FINRA Series 7 and 63 securities licenses are required within one year of date of hire.
  • At this level, colleagues are acquiring fundamental knowledge of marketable securities, investment products and financial planning concepts and developing investment strategy and asset allocation knowledge and skill.
  • Provide analytical and financial support and expertise through technological tools and software.
  • Works under direct supervision of the Private Bankingclient team and continues to develop and refine technical knowledge and skill.
  • Has advanced computer skills and expert level knowledge in other financial databases.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action 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.
*LI-IR1
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Private Client/Private Banking, New York, New York, United StatesRemove