Build relationships with high net worth clients as a Senior Private Banking Advisor at CIBC Private Wealth Management in Thornhill. Solid banking knowledge is essential. This position develops and retains clients whose needs center on banking, credit, and investments. You will conduct portfolio reviews, introduce solutions, and support transactional banking inquiries. The role also involves understanding business value monetization and coordinating broader investment, retirement, and estate planning services.

Key Responsibilities
- Meet clients regularly for portfolio reviews
- Introduce banking, credit, and investment solutions
- Develop internal and external relationship networks
- Support client issue resolution and service delivery




- Build target plans supporting annual portfolio objectives

Requirements:
- Knowledge of mutual funds, fixed income products, and GICs
- Understanding of small and medium business wealth generation
- Experience serving private clients or high net worth clients
- Three to five years of private banking experience preferred
- Ability to apply bank risk standards and guidelines Use relationship building, product knowledge, and portfolio reviews to serve sophisticated high net worth clients at CIBC.

📌 High Net Worth Banking Relationship Manager (Vaughan)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Vaughan