clients Manages complex wealth management banking credit and treasury management client relationships and identifies... opportunities external to banking in the areas of investment and fiduciary Applies knowledge of credit policy, banking products...
and asset allocation for City National Rochdale Financial Advisors and clients. Assist Sr. Portfolio Managers (SPM) in the...; stand in as the PM – team, client, and advisor facing; mindset of serving clients and advisors Well-versed on CNR...