Note: The job is a remote job and is open to candidates in USA. City National Bank is a financial institution that partners with financial advisors and high-net-worth clients to build personalized investment portfolios. The Investment Consultant role involves expanding partnerships with Independent Financial Advisors and managing client relationships to enhance investment management services.
Responsibilities
- Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale
- Ensure that Independent Financial Advisors are kept abreast of firm and industry developments
- Ensure that the transition from the sales process to portfolio management is smooth and accurate
- Facilitate the new accounts and account transfer process
- Handle Independent Financial Advisor and client communication
- Prepare client presentations
- Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications
- Facilitate and conduct individual meetings and presentations in assigned territory
- Generate new assets to the firm using a highly professional consultative sales approach
Skills
- Bachelor's Degree
- Minimum 5 years of financial experience preferably in Investment Management
- 2 years of experience in the High Net Worth or Ultra High Net Market markets
- 2 + years delivering formal client presentations
- Ability to travel 40-50% of the time
- FINRA Series 65 (or 66), or the ability to obtain
- CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
- Masters Degree preferred
- Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience
- Experience in the High Net Worth or Ultra High Net Market markets
- Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues
- Prior success in the HNW or UHNW market
- Excellent communication skills
- Self-motivated and self-disciplined
- Strategic thinker, able to assess and recommend a course of action
- Highest level of both personal and professional demeanor and ethical behavior
Benefits
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Company Overview
Company H1B Sponsorship