Elevate your career as the Regional Head for CIBC Family Office in Ontario. In this leadership role, you will develop client relationships and drive business growth for UHNW clients.

As the Regional Head, you'll serve as a trusted advisor while coordinating with financial specialists. This leadership position emphasizes business development, client relationship management, and delivering tailored financial solutions to Ultra High Net Worth (UHNW) clients. You'll oversee a portfolio of approximately 100 client households, ensuring they receive exceptional service.

Key Responsibilities:
• Identify recent business opportunities with UHNW clients
• Cultivate long-term relationships with Family Office clients
• Collaborate with advisors for integrated financial solutions




• Support risk and compliance within Family Office operations
• Drive operational excellence and process improvements

Requirements:
• Bachelor’s degree; MBA preferred
• 10+ years in Private Banking or Wealth Management
• 5+ years managing UHNW client relationships
• Certifications like CFA, CFP are essential
• Deep knowledge of risk management practices

Lead CIBC Family Office initiatives with your business acumen and relationship expertise while supporting the financial goals of UHNW clients.
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📌 CIBC Family Office Regional Head Ontario
🏢 CIBC
📍 Ontario