Elevate your career at CIBC as a Market Leader in Private Banking, focusing on high net worth clients. Lead a dedicated team to drive portfolio growth and client satisfaction.
In this leadership role, you will oversee Private Bankers while managing up to 20 client connections. Your expertise in investment, lending, and cash management will empower CIBC’s Private Wealth Management team to enhance client services. You will leverage your extensive experience in private banking and risk management to meet clients' financial needs and identify opportunities for expansion.
Key Responsibilities:
• Lead and mentor Private Bankers to achieve performance goals
• Review client portfolios for holistic investment opportunities
• Develop robust relationships with High Net Worth clients
• Conduct regular portfolio reviews and introduce new solutions
• Ensure compliance with bank risk standards
Requirements:
• Minimum 7 years in private banking or advisory roles
• Proven success in managing high net worth portfolios
• Strong relationship management and communication skills
• Knowledge of investment management and financial planning
• Current or prospective Certified Financial Planner designation
Make an impact in wealth management at CIBC through innovative client engagement and strong leadership in Private Banking.
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