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 energetic 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
Strong 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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