375 Business Development Specialist Jobs in Houston, TX
City National Bank is Hiring a Business Development Specialist Near Houston, TX
For over 35 years, City National Rochdale has specialized exclusively in providing intelligently personalized portfolio management for high-net-worth individuals, families, and institutions with $1m or more in investable assets.
- Proactive efforts to establish contact with targeted FAs and CPAs to use CNR’s High Net Worth services using all means of communications, including phone, attendance at meetings and seminars, and responding to incoming inquiries.
- Interact with Bank Colleagues and make on going calls to introduce banking services to FA's and CPA's
- Collect and organize incoming client investment statements as submitted by independent FA
- Determine the appropriate portfolio structure to be applied to a specific client circumstance
- Develop persuasive marketing materials and present with the SIC to the FAs and CPAs motivating them to meet with CNR’s investment management team and learn about our services.
- Communicate with FA to determine investment objective of client
- Review analysis and proposals with FA's over the phone and in person.
- Initiate the proposal process by performing analysis to determine the appropriate structure of the proposal including tax considerations, asset allocation, income needed and risk tolerance
- Review draft proposal with FA prior to presentation by SIC
- Assist in the transition of new client assets from SIC to PM team including reviewing the client accepted proposal with the PM team
- Attend PM strategy meetings and provide input on marketing and sales objectives.
Must-Have*
- Bachelor's Degree or equivalent
- Requires 3 to 5 years of experience in investment sales and/ or internal sales support
- 3 to 5 years of experience in investment sales and/ or internal sales support
- 3 to 5 years of experience using basic software programs like Word, Excell, Power Point, etc.
Skills and Knowledge
- Completion of or pursuit of CFA designation, MBA or both.
- Excellent knowledge in the following areas: asset management, banking/credit, personal trust, and brokerage services.
- Excellent analytical and financial analysis skills.
- Strong computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc.
- Strong interpersonal, verbal and written communication skills.
- Demonstrated sales skills.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
#CA-DN1
Job Summary
Full Time
Banking
$98k-125k (estimate)
01/24/2024
01/19/2025
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
Related Companies
About City National Bank
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Business Development Specialist include Business Development, Presentation, Written Communication, Analysis, Sales and Marketing, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Development Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Development Specialist. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Business Development Specialist job description and responsibilities
A Business Development Specialist develops new business programs to meet changing customer demands.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Business Development Specialist jobs
Companies usually look for at least two to three years of successful sales experience when hiring business development specialist.
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To become a business development specialist, needs a combination of a formal business education and lead generation experience.
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Step 3: View the best colleges and universities for Business Development Specialist.
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