Act as a strategic leader at CIBC Family Office in Ontario. Your expertise will focus on driving growth and enhancing client experiences for Ultra High Net Worth individuals.
As the Ontario Regional Head, you will coordinate with diverse financial specialists to provide comprehensive services tailored to each UHNW client’s needs. This role demands a solid focus on business development, relationship management, and compliance leadership, ensuring the delivery of exceptional financial solutions. You'll manage a portfolio of around 100 client households.
Key Responsibilities:
• Pursue new relationship opportunities with UHNW clients
• Oversee a portfolio of Family Office clients
• Deliver comprehensive financial strategies in collaboration with advisors
• Champion risk management and compliance efforts
• Identify opportunities for operational efficiencies
Requirements:
• Required Bachelor’s degree; MBA or advanced degree preferred
• 10+ years in Wealth Management or Private Banking
• Proven track record with UHNW clients
• Must hold CFA or similar certifications
• Strong understanding of compliance and risk management
Utilize your leadership skills at CIBC to enhance UHNW client relationships and drive financial success.
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📌 Ontario Regional Head CIBC Family Office
🏢 CIBC
📍 Ontario