Cibc Family Office Regional Leader Alberta (Calgary)

Cibc Family Office Regional Leader Alberta (Calgary)

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 clientsManage a portfolio of approximately 100 UHNW householdsCollaborate with internal advisors to align financial solutionsOversee integrated solutions delivery across servicesChampion risk management and compliance within your teamRequirements:Bachelor's degree; MBA preferred10+ years in Private Banking or Wealth ManagementCertified qualified (CFA, CIM, CFP, etc.)Strong relationship-building skills with clientsExceptional communication and negotiation abilitiesGrow your expertise, drive innovative 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

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