Client-Focused Investment Services Leader
City National Bank
City National Bank seeks an Investment Services Manager to oversee relationships of managed agency accounts and coordinate with Portfolio Managers, Bankers, and Wealth Advisors to deliver compliant, high-quality service. The role includes developing new client relationships, ensuring KYC/BSA compliance, and supporting investment planning aligned with client objectives. Strong communication and regulatory knowledge are essential for success. #J-18808-Ljbffr City National Bank
Vacancy posted more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Investment Services Leader. Be the first to apply!
Related searches
- service coordinator Los Angeles, CA
- medical staff services coordinator Los Angeles, CA
- early intervention service coordinator Los Angeles, CA
- service team leader Los Angeles, CA
- IT service desk coordinator Los Angeles, CA
- food service coordinator Los Angeles, CA
- family service coordinator Los Angeles, CA
- service lead Los Angeles, CA
- member services coordinator Los Angeles, CA
- resident service coordinator Los Angeles, CA