Lead as the Regional Head of CIBC Family Office in Alberta, driving relationships and tailored financial solutions for Ultra High Net Worth clients. Engage with internal and external experts to ensure exceptional service.

In this strategic leadership role, you'll oversee business development and client relationship management, focusing on high-level services like investment advising and wealth management. You will build trust and deepen relationships with approximately 100 UHNW client households while ensuring compliance and risk standards are met.

Key Responsibilities:
• Drive business development for prospective UHNW clients
• Manage client relationships as primary point of contact
• Collaborate with internal teams on tailored client solutions




• Oversee compliance and risk management standards
• Cultivate long-term referral networks and ecosystems

Requirements:
• Bachelor’s degree; MBA preferred
• 10+ years in Private Banking or Wealth Management
• Extensive experience with UHNW client relationship building
• Relevant certifications (CFA, CFP, etc.) required
• Deep knowledge of compliance and regulatory standards

Excel in aligning sophisticated finance solutions with client aspirations as CIBC's Regional Head in Alberta.
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📌 CIBC Family Office Regional Leader Alberta
🏢 Canadian Imperial Bank of Commerce
📍 Alberta