28 Aug
|
Canadian Imperial Bank of Commerce
|
British Columbia
28 Aug
Canadian Imperial Bank of Commerce
British Columbia
Shape the future of wealth management as the Regional Director at CIBC Family Office in Vancouver, B.C. Focus on delivering cutting-edge financial solutions to Ultra High Net Worth clients.
This leadership position at CIBC requires you to coordinate services and develop relationships within the UHNW market. You will be responsible for business growth and managing a dedicated client portfolio, ensuring every client receives top-tier service. Your role will involve collaborating with various financial specialists to create a seamless client experience.
Key Responsibilities:
• Pursue business development strategies targeting UHNW clients
• Oversee communication and relationship building with clients
• Collaborate with CIBC Wealth advisors to devise integrated solutions
• Monitor client portfolios and guide investment strategies
• Promote a culture of compliance within the team
Requirements:
• Bachelor’s degree required; MBA preferable
• Minimum 10 years in Wealth Management or Private Banking
• Relevant financial certifications (CFA, CFP, etc.)
• Experience managing UHNW client relationships
• Expertise in risk assessment and compliance frameworks
Drive wealth management success and client satisfaction at CIBC Family Office in Vancouver.
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📌 CIBC Family Office Regional Director (British Columbia)
🏢 Canadian Imperial Bank of Commerce
📍 British Columbia