WEALTH PLANNER SENIOR WHAT IS THE OPPORTUNITY? This position is responsible for expanding the Bank's relationships... with its high net-worth (HNW*) and ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to the Bank...
services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief... and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team...
Qualifications Excellent knowledge of CNB's online internet applications and systems and/or software associated with the Call... to identify and suggest changes or enhancements for CNB's online products and services. Ability to interface in an effective...
and contribute to the bank's competitive edge in the marketplace. Creates new products to increase market share. Develops... and enhances strategic products to meet the bank's profitability goals. Provides direction and support relative to product...
one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded... continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial...
problems and take appropriate action necessary to avoid financial loss to the Bank. Facilitate new deposit account and small.... Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit...
services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief... and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team...
services. Utilize, include, coordinate and lead CNB team to develop new business including leading pre-brief and de-brief... and necessary adjustments to their investment strategies and holdings consistent with CNB perspectives. Ensure full client team...
with other departments in the bank responsible for risk management including Credit Administration, Enterprise Risk and Credit Risk Review... Explore new data sources within the organization decision making function Complies fully with all Bank Operational and Credit...
& training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently... progress toward solutions. Ensures client satisfaction. Acts as liaison between client and other Bank units to resolve...