Lead client-centered services as the Area Head at CIBC Family Office in Vancouver, B.C. Contribute your expertise to Ultra High Net Worth (UHNW) clients by delivering personalized financial solutions.

In this pivotal leadership role, you will oversee business development and client relationship management for UHNW clients at CIBC. Your responsibilities include integrating specialized services such as investment management and estate planning while ensuring each client receives exceptional care. You will collaborate with internal specialists and manage long-term financial solutions tailored to individual client goals.

Key Responsibilities:



• Identify new UHNW client opportunities and represent CIBC at events • Build trust-based relationships with approximately 100 UHNW clients • Deliver tailored financial solutions and investment advice • Monitor progress on strategic plans for existing clients • Enforce compliance with CIBC’s risk management standards

Requirements: • Bachelor’s degree required; MBA preferred • 10+ years in Private Banking or Wealth Management • CFA, CIM, CFP, or equivalent certification • Deep knowledge of credit structuring and risk management • Solid client communication and negotiation skills

Utilize your expertise to elevate the client experience while fostering profitable relationships at CIBC Family Office in B.C. #J-18808-Ljbffr

📌 Area Head of CIBC Family Office B.C. (Vancouver)
🏢 Canadian Imperial Bank of Commerce
📍 Vancouver