Build relationships with high net worth clients as a Senior Private Banking Advisor at CIBC Private Wealth Management in Thornhill. Robust 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 (Canada)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Canada