Take the lead as a Market Leader in Private Banking at CIBC in Winnipeg. This key role requires robust 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 strong client relationships for retention
Requirements:
Minimum 7 years of private banking experience
Proven ability in investment management and financial planning
Solid 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.
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📌 Market Leader In Private Banking At Cibc Winnipeg
🏢 CIBC
📍 Winnipeg
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