Wealth Planning & Investment Analyst
City National Bank
City National Bank is seeking a Private Wealth Analyst in San Francisco to support Private Banking client teams by delivering sophisticated investment analyses and financial planning materials for high‑net‑worth clients. You will generate portfolio and market analyses and assist in preparing financial plans. This role requires collaboration with Tax and Financial Planning teams, leadership in using eMoney as a core planning tool, and driving onboarding and ongoing servicing for investment #J-18808-Ljbffr City National Bank
Vacancy posted 1 day ago
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