Take the lead as a Market Leader in Private Banking at CIBC in Winnipeg. This key role requires strong client engagement skills and extensive knowledge in wealth advisory services.
CIBC seeks a seasoned qualified to lead its Private Banking team, managing a select portfolio of up to 20 high net worth clients. You will provide investment advice, supporting clients with their financial needs, and contribute to the growth of CIBC Private Wealth Management. Candidates should have at least 7 years of experience in private banking and a proven ability to build and maintain high-net-worth portfolios.
Key Responsibilities:
• Lead and develop a team of Private Bankers • Conduct portfolio reviews and recommend services • Manage cash management and lending products • Ensure adherence to risk assessment standards • Foster robust client relationships for retention
Requirements: • Minimum 7 years of private banking experience • Proven ability in investment management and financial planning • Robust communication and coaching skills • Current accreditation for Certified Financial Planners is an asset • Ability to inspire collaboration and client engagement
Leverage your expertise in client service and portfolio management to drive success at CIBC. #J-18808-Ljbffr
📌 Market Leader In Private Banking At Cibc Winnipeg
🏢 CIBC
📍 Winnipeg
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