Senior Private Wealth Analyst & Planning Lead
City National Bank
City National Bank is seeking a Private Wealth Analyst to support client teams by delivering investment analysis and financial planning materials specifically for high-net-worth clients. The role requires collaboration with financial planning teams and leading efforts in delivering investment policy statements. Required qualifications include three years of experience in investments or financial services, proficiency in Excel and PowerPoint, and relevant licenses. The position offers comprehensive benefits and significant growth opportunities. #J-18808-Ljbffr
Vacancy posted 9 hours ago
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