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Relationship-Driven Investment Services Lead

City National Bank

City National Bank is seeking an Investment Services Manager to manage relationships with assigned managed agency accounts and uphold high-quality service while ensuring regulatory compliance. In this role you will coordinate with Portfolio Managers, Bankers and Wealth Advisors, conduct client meetings, and drive growth through referrals. Strong experience in investment management and trust required. #J-18808-Ljbffr City National Bank

Vacancy posted 4 days ago
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