Lead client-centered services as the Area Head at CIBC Family Office in Vancouver, B.C. Contribute your expertise to Ultra High Net Worth (UHNW) clients by delivering personalized financial solutions. In this pivotal leadership role, you will oversee business development and client relationship management for UHNW clients at CIBC.

Your responsibilities include integrating specialized services such as investment management and estate planning while ensuring each client receives exceptional care. You will collaborate with internal specialists and manage long-term financial solutions tailored to individual client goals. Key Responsibilities:
Identify recent UHNW client prospects and represent CIBC at events
Build trust-based relationships with approximately 100 UHNW clients




Deliver tailored financial solutions and investment advice
Monitor progress on strategic plans for existing clients
Enforce compliance with CIBC’s risk management standards Requirements:
Bachelor’s degree required; MBA preferred
10+ years in Private Banking or Wealth Management
CFA, CIM, CFP, or equivalent certification
Deep knowledge of credit structuring and risk management
Solid client communication and negotiation skills Utilize your expertise to elevate the client experience while fostering profitable relationships at CIBC Family Office in B.C.

📌 Area Head Of Cibc Family Office B C Vancouver
🏢 Canadian Imperial Bank of Commerce
📍 Vancouver