City National Bank · 23 hours ago
Portfolio Manager
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
$123K/yr - $209K/yr
10+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on fostering strong client relationships. The Portfolio Manager will manage client assets, develop investment strategies, and ensure effective communication with clients and advisors to achieve investment goals.
BankingFinanceFinancial Services
Responsibilities
Expand and deepen relationships with financial advisors and clients
Act in a leadership role and as technical resource for advisors
Ensure that advisors are kept abreast of firm and industry developments
Ensure that the transition from the sales process to portfolio management is smooth and accurate
Handle advisor and client communication. Serve as the central point of the relationship
Prepare client presentations
Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications
Facilitate and conduct individual meetings and presentations
Operate and represent RBC Rochdale with the highest level of integrity and work ethic
Manage an assigned group of investment portfolios
Work closely with clients and advisors, advising them on strategies to achieve investment goals
Structure investment portfolios and rebalance asset allocation within client’s investment objects and risk tolerance
Trade implementation and strategic rebalancing for new and existing client accounts
Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client
Manage cash flow, reinvestment and liquidity requirements
Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed
Attend client meetings
Work with advisors to acquire new business, work on bringing in additional assets from existing clients
Demonstrate expert knowledge of both internal and external investment solutions
Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues
Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)
Follow appropriate Regulation 9 process
Accurately complete various compliance related reporting in a timely manner
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications
Qualification
Required
Master's Degree
A minimum of 10 years of investment management experience
CFA - Charter Financial Analyst
FINRA Series 7 and 66 securities
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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