Wealth Strategist City National Rochdale
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About The Position
This position is responsible for expanding the CNR's relationships with its high ultra-high net-worth (UHNW) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client's current situation, identify future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and objectives to provide solutions to meet their needs. Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. Submit for peer review all client-facing custom designed output. Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support their business reporting and other operational needs using Salesforce (within the permission allowed by the Salesforce COE). Peer review client-facing custom designed output from other Sr. Wealth Strategist. Participate in routine third-party audits of all material subject to peer review. Partner with Strategy team to create understandable, customized strategy explanations that are consistent across the enterprise and of high quality. Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. Keep abreast of legislative and tax changes. Participate in the sales process to grow revenue by calling on prospective clients in conjunction with the Strategy team. Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues bring to their relationships. Raise awareness of proper channel alignment when confronted with a client/prospect that is more appropriately served by another line of business. Cultivate and maintain relationships with COI's directly and in partnership with colleagues. Participate in client and community events. Participate in the preparation for sponsored events regarding wealth planning information and issues that are relevant and compelling for that particular audience. Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients. Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs.
