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Wealth Strategist City National Rochdale
City National Bank - Houston, TX
WEALTH STRATEGIST CNR WHAT IS THE OPPORTUNITY? This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing mate...
Portfolio Manager Associate
City National Bank - Houston, TX
PORTFOLIO MANAGER ASSOCIATE (Hybrid - 3 days in office) WHAT IS THE OPPORTUNITY? Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. What you will do Partn...
