Cibc Family Office Regional Leader Alberta Calgary

Cibc Family Office Regional Leader Alberta Calgary

29 Aug
|
Canadian Imperial Bank of Commerce
|
Calgary

29 Aug

Canadian Imperial Bank of Commerce

Calgary

Lead the CIBC Family Office in Alberta as Region Head, focusing on UHNW clients and tailored financial solutions. Drive business development and nurture trusted relationships for client success. As a pivotal leader at CIBC, you will oversee business development and client relationship management specific to Ultra High Net Worth (UHNW) clients.

This role requires extensive industry expertise and a proven track record in Private Banking and Wealth Management. You’ll ensure the integration of specialized services—such as investment management and tax strategies—while delivering exceptional service consistently. Key Responsibilities:
Identify and develop new opportunities with prospective UHNW clients
Manage a portfolio of approximately 100 UHNW households




Collaborate with internal advisors to align financial solutions
Oversee integrated solutions delivery across services
Champion risk management and compliance within your team Requirements:
Bachelor’s degree; MBA preferred
10+ years in Private Banking or Wealth Management
Certified qualified (CFA, CIM, CFP, etc.)
Solid relationship-building skills with clients
Exceptional communication and negotiation abilities Grow your expertise, drive cutting-edge solutions, and represent CIBC Family Office with integrity in your region.

📌 Cibc Family Office Regional Leader Alberta Calgary
🏢 Canadian Imperial Bank of Commerce
📍 Calgary

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