28 Aug
|
Canadian Imperial Bank of Commerce
|
Alberta
28 Aug
Canadian Imperial Bank of Commerce
Alberta
Join CIBC as the Head of Family Office in Alberta, specializing in UHNW client management and strategic financial solutions. Your leadership will foster growth and client trust.
In this leadership position, you'll act as a trusted advisor, coordinating internal and external resources to provide tailored financial solutions. Your focus on business development and client relationship management will significantly impact the CIBC Family Office's presence in Alberta. You will ensure that clients receive top-notch services, aligning investments with their specific goals.
Key Responsibilities:
• Pursue business growth by identifying current UHNW opportunities
• Serve as main contact for a portfolio of 100 UHNW clients
• Collaborate with advisors for integrated financial solutions
• Monitor client progress and evolving needs
• Lead risk and compliance initiatives expertly
Requirements:
• Bachelor’s degree required; MBA or advanced degree preferred
• Minimum 10 years experience in Wealth Management
• Professional certification (CFA, CFP, etc.) required
• Proven track record in client relationship management
• Deep knowledge of credit structuring and wealth planning
Leverage your experience and skills to deliver outstanding client solutions at CIBC Family Office.
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📌 Head of CIBC Family Office in Alberta
🏢 Canadian Imperial Bank of Commerce
📍 Alberta