26 Aug
|
Canadian Imperial Bank of Commerce
|
Calgary
26 Aug
Canadian Imperial Bank of Commerce
Calgary
Lead the CIBC Family Office in Alberta as Region Head, focusing on UHNW clients and tailored financial solutions. Drive business development and nurture trusted relationships for client success.
As a pivotal leader at CIBC, you will oversee business development and client relationship management specific to Ultra High Net Worth (UHNW) clients. This role requires extensive industry expertise and a proven track record in Private Banking and Wealth Management. You’ll ensure the integration of specialized services—such as investment management and tax strategies—while delivering exceptional service consistently.
Key Responsibilities:
• Identify and develop new opportunities with prospective UHNW clients • Manage a portfolio of approximately 100 UHNW households • Collaborate with internal advisors to align financial solutions • Oversee integrated solutions delivery across services • Champion risk management and compliance within your team
Requirements: • Bachelor’s degree; MBA preferred • 10+ years in Private Banking or Wealth Management • Certified professional (CFA, CIM, CFP, etc.) • Strong relationship-building skills with clients • Exceptional communication and negotiation abilities
Grow your expertise, drive creative solutions, and represent CIBC Family Office with integrity in your region. #J-18808-Ljbffr
📌 CIBC Family Office Regional Leader Alberta (Calgary)
🏢 Canadian Imperial Bank of Commerce
📍 Calgary