Elevate your career as the Regional Head for CIBC Family Office in Ontario. In this leadership role, you will develop client relationships and drive business growth for UHNW clients.As the Regional Head, you'll serve as a trusted advisor while coordinating with financial specialists. This leadership position emphasizes business development, client relationship management, and delivering tailored financial solutions to Ultra High Net Worth (UHNW) clients. You'll oversee a portfolio of approximately 100 client households, ensuring they receive exceptional service.Key Responsibilities:Identify current business opportunities with UHNW clientsCultivate long-term relationships with Family Office clientsCollaborate with advisors for integrated financial solutionsSupport risk and compliance within Family Office operationsDrive operational excellence and process improvementsRequirements:Bachelor's degree; MBA preferred10+ years in Private Banking or Wealth Management5+ years managing UHNW client relationshipsCertifications like CFA, CFP are essentialDeep knowledge of risk management practicesLead CIBC Family Office initiatives with your business acumen and relationship expertise while supporting the financial goals of UHNW clients.
📌 Cibc Family Office Regional Head Ontario (Toronto)
🏢 CIBC
📍 Toronto