Drive client success as a Market Leader in Private Banking at CIBC located in Winnipeg. This role focuses on comprehensive client service and strategic wealth management solutions.
At CIBC, the Market Leader for Private Banking provides critical leadership and strategy for servicing high net worth clients. You will manage an assigned portfolio while collaborating with a agile team of financial specialists. A minimum of 7 years of experience in private banking is required, alongside robust relationship management skills to deliver tailored financial advice and solutions.
Key Responsibilities:
• Oversee a portfolio of private banking clients
• Identify and address clients’ financial needs
• Provide tailored investment advice for wealth optimization
• Collaborate with internal partners on service offerings
• Maintain high standards of risk management and compliance
Requirements:
• 7+ years in private banking or related financial services
• Expertise in risk assessment and portfolio management
• Robust relationship-building capabilities
• Proven leadership and coaching experience
• Passion for client engagement and team development
Utilize your people management and financial advising skills to shape the future of banking at CIBC.
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