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⏰ Full-time

Investment Relationship Officer

City National Bank
Location 📍 Los Angeles, United States
Posted 📅 June 20, 2026
Work Type ⏰ Full-time

Position Overview

*INVESTMENT RELATIONSHIP OFFICER*
 
WHAT IS THE OPPORTUNITY?
Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive information to ensure quality service and client retention. Cultivate and maintain on-going client relationships by introducing and cross selling other financial products and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings.
 
WHAT WILL YOU DO?
 
Investment Advisory Program Account Administration
* Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to op...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Los Angeles, United States