Client Associate (IR Licensed) (London)

Client Associate (IR Licensed) (London)

06 Aug
|
JobStash
|
London

06 Aug

JobStash

London

1 hour ago Senior Salary: 49K - 57K London, ON Onsite Full Time Finance Jobs by CIBC CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors.

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Projects CIBC Rewardssvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Customer Engagement Platform CIBC Investor's Edgesvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Service Provider CIBC Global Asset Managementsvg]:pointer-events-none [&>svg]:size-3 border-transparent bg-secondary text-secondary-foreground [a&]:hover:bg-secondary/90 ml-auto shrink-0 text-[10px]">Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors.



svg]:px-3 w-full" data-slot="button" data-variant="secondary" data-size="default" href="/o-cibc">View jobs by CIBC Skills Analytical ThinkingBusiness DevelopmentBusiness DocumentationCollaborationCustomer ExperienceFinancial ProductsInvestment PortfoliosMarketingProposal DevelopmentTransaction Banking About The Role You will build and grow client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

You will work closely with Investment Advisors to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

Requirements Current accreditation and good standing as an Investment Representative (IR) with CIRO-ID

Registered Representative (RR) licensing is an asset

3+ years of brokerage industry experience

Working knowledge of various quotation equipment Responsibilities Build and grow client portfolios

Provide dedicated relationship management

Deliver trusted investment advice and exceptional client service

Work closely with Investment Advisors to manage portfolios and develop new business

Engage with high-net-worth clients

Uncover business opportunities

Proactively improve the client experience Advantages Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers social recognition program

📌 Client Associate (IR Licensed) (London)
🏢 JobStash
📍 London

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