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About the Role

As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients. You will leverage your industry expertise and network to identify opportunities, foster partnerships, and deliver bespoke wealth solutions in collaboration with our talented team. You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members, and other internal partners.

Responsibilities

Sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations).
Identifying opportunities, fostering partnerships, and delivering bespoke wealth solutions.
Collaborating with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members, and other internal partners.
Proactively identify, engage, and convert prospective clients.
Curate and partner with a multidisciplinary team of professionals to design and deliver solutions tailored to client needs.
Develop, maintain and grow relationships with intermediaries, centers of influence and existing clients to generate referrals.
Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks to grow CIBC’s presence in the wealth management space.
Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely.

Requirements

Experienced wealth management professional with 10+ years of experience in wealth management, private banking or a related field.
Dynamic sales professional with a proven track record of acquiring and maintaining HNW relationships.
Strong network and demonstrated ability to effectively raise assets.
Market intelligence by staying abreast of industry trends, competitor activity and industry updates impacting HNW clients.
Strong communicator with exceptional communication (oral and written), presentation and interpersonal skills.
Delivery style reflects an entrepreneurial spirit and a passion for growth.
Client-first approach.
Engage with purpose to find the right solutions.
Go the extra mile because it's the right thing to do.
Results oriented with a drive to exceed targets.
Motivated by accomplishing goals and delivering best to make an impact.
Motivated by collective success.
Exceptional organizational skills, with the ability to multi-task, problem solve and meet deadlines.
Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days.
Values matter.
Bring your real self to work and live CIBC values - trust, teamwork, and accountability.
Legally eligible to work at the specified location(s).
May be asked to complete an attribute-based assessment and other skills tests.

Skills

Business Development
Client Service
Competitive Intelligence (CI)
Customer Retentions
Investment Research
New Business Acquisition
People Management
Promotional Activities
Relationship Management
Communication (oral and written)
Presentation
Interpersonal skills
Organizational skills
Multi-tasking
Problem solving

Location

NY-New York, 300 Madison Ave Fl 5

Work Type

Full-time
Hybrid

Experience Level

10+ years of experience in wealth management, private banking or a related field

Salary/Compensations

$150,000 – $190,000

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Competitive salary
Incentive pay
Banking benefits
Benefits program
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day (paid day off for growth and development)

About the Company

CIBC is building a relationship-oriented bank for the modern world.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
CIBC is 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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.