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 robust 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 clientsOversee a portfolio of Family Office clientsDeliver comprehensive financial strategies in collaboration with advisorsChampion risk management and compliance effortsIdentify opportunities for operational efficienciesRequirements:Required Bachelor's degree; MBA or advanced degree preferred10+ years in Wealth Management or Private BankingProven track record with UHNW clientsMust hold CFA or similar certificationsStrong understanding of compliance and risk managementUtilize your leadership skills at CIBC to enhance UHNW client relationships and drive financial success.

📌 Ontario Regional Head Cibc Family Office (Toronto)
🏢 CIBC
📍 Toronto