Become the Family Office Executive at CIBC for Alberta, managing premier financial services for Ultra High Net Worth clients. Lead client relationships with tailored financial strategies for long-term success.

This leadership position centers on client relationship management and business development for the CIBC Family Office. You will supervise approximately 100 UHNW clients, championing integrated financial solutions while advocating for risk compliance and operational excellence.

Key Responsibilities:
• Identify business growth opportunities in Alberta
• Serve as primary contact for Family Office clients
• Align services with clients’ financial goals
• Ensure compliance with regulatory standards
• Develop partnerships for client referrals and influence

Requirements:
• Bachelor's degree; an MBA or advanced degree preferred
• 10+ years of experience in wealth management
• Proven UHNW client relationship management skills
• Certifications such as CFA or CFP required
• Solid understanding of regulatory compliance standards

Drive growth and service excellence for CIBC's clientele as the Family Office Executive in Alberta.
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📌 CIBC Alberta Family Office Executive
🏢 Canadian Imperial Bank of Commerce
📍 Alberta