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 recent UHNW client opportunities and represent CIBC at eventsBuild trust-based relationships with approximately 100 UHNW clientsDeliver tailored financial solutions and investment adviceMonitor progress on strategic plans for existing clientsEnforce compliance with CIBC's risk management standardsRequirements:Bachelor's degree required; MBA preferred10+ years in Private Banking or Wealth ManagementCFA, CIM, CFP, or equivalent certificationDeep knowledge of credit structuring and risk managementStrong client communication and negotiation skillsUtilize 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