27 Aug
|
Canadian Imperial Bank of Commerce
|
Montreal
27 Aug
Canadian Imperial Bank of Commerce
Montreal
Elevate client engagement as a Senior Relationship Manager at CIBC, focusing on high-net-worth, self-directed investing clients. Deliver top-notch service while building lasting relationships and managing trade executions seamlessly. As a Premium Edge Senior Relationship Manager, you will cater to the sophisticated needs of high-net-worth clients.
You’ll leverage your extensive product and market knowledge to educate clients on trading policies, ensuring compliance with CIRO regulations. Utilize your exceptional relationship management skills to handle client inquiries promptly and maintain an organized book of clients. Key Responsibilities:
- Build and nurture relationships with over 200 high-net-worth households
- Provide first-call resolution for client inquiries and complaints
- Handle trade execution requests accurately and efficiently
- Ensure compliance with CIRO and CIBC standards
- Maintain up-to-date CRM tools for client management Requirements:
- 3-4 years in Sales and Relationship Management
- Current Canadian Securities Course accreditation required
- Fluency in French and English; other languages a plus
- Solid understanding of Canadian and U.S. markets
- Commitment to client confidentiality and professionalism Embrace a role where relationship building and market insight drive client satisfaction at CIBC.
📌 Senior Relationship Manager at CIBC (Montreal)
🏢 Canadian Imperial Bank of Commerce
📍 Montreal