Job Details

*At CIBC we enable the work environment most optimal for you to thrive in your role.** Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.* Expand your portfolio: Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.* Drive profitability: Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.* Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.* Engage in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships.* Collaborate effectively: Build strong internal partnerships to deliver seamless, professional, and timely client service.* Ensure compliance: Implement and maintain effective operational and compliance risk controls.* Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.* Wealth management expertise: Bring 10+ years of experience in portfolio management, wealth management, personal tax, or financial planning.* Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.* Financially savvy: Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.* Relationship builder: Excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs.* Confident communicator: Thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations.* Strategic negotiator: Leverage advanced negotiating and influencing skills to identify opportunities for business development.* Service-oriented: Operate with professionalism, sound judgment, and a focus on client success.* Risk aware: Maintain a thorough understanding of operational, regulatory, and compliance requirements.* A proven track record of managing high-net-worth client relationships.* Expertise in investment and wealth advisory services.* A collaborative approach to ensure seamless client service.* Strong financial acumen and relationship management skills to deliver tailored solutions for clients.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.#J-18808-Ljbffr