Steer the Alberta CIBC Family Office as the Regional Head, providing high-caliber financial solutions to Ultra High Net Worth clients. Engage with specialists for comprehensive service delivery and client satisfaction.
In this pivotal role, you will lead client relationship management efforts, focusing on developing robust financial strategies and ensuring compliance. With a dedication to business growth, you'll manage a portfolio of UHNW clients, striving to enhance their financial outcomes.
Key Responsibilities: - Drive client relationship development and growth initiatives - Act as primary liaison for Family Office services - Collaborate with internal experts to deliver creative solutions - Monitor compliance and risk management practices - Build extensive client referral networks and partnerships
Requirements: - Bachelor's degree required;
MBA preferred - Over 10 years in Private Banking or Wealth Management - Experience with UHNW clients essential - Relevant certifications (CFA, CIM, etc.) expected - Comprehensive knowledge of compliance requirements
Elevate financial services and client satisfaction as the Regional Head of the CIBC Family Office in Alberta.#J-18808-Ljbffr

📌 Alberta Regional Head Cibc Family Office Winnipeg
🏢 Canadian Imperial Bank of Commerce
📍 Winnipeg