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Investment Analyst

$87.03k - $138.97k

City National Bank

City National Bank in San Francisco is seeking a Private Wealth Analyst to support Private Banking client teams by delivering investment analysis and financial planning materials for high-net-worth clients. The ideal candidate should have at least 3 years of experience in investments or financial planning, and proficiency in Excel and PowerPoint. The role involves collaborating with Tax and Financial Planning teams, and leading client communications. Competitive salary between $87,027 - $138,965 per year, with comprehensive benefits and career development opportunities. #J-18808-Ljbffr

Vacancy posted 1 hour ago
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