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About the Role
CIBC is building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to client success. This role focuses on sourcing and acquiring new private wealth clients by leveraging industry expertise and networks to deliver bespoke wealth solutions.
Responsibilities
- Source and acquire new private wealth clients, including individuals, family offices, endowments, and foundations.
- Identify opportunities, foster partnerships, and deliver wealth solutions in collaboration with internal teams.
- Work closely with Relationship Managers, Investment and Wealth Specialists, Bankers, and other internal partners.
- Proactively identify, engage, and convert prospective clients.
- Curate and partner with a multidisciplinary team to design and deliver client-tailored solutions.
- 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 networks.
- Establish and maintain effective partnerships and teamwork to ensure professional, seamless, and timely service delivery.
Requirements
- 10+ years of experience in wealth management, private banking, or a related field.
- Proven track record of acquiring and maintaining High Net Worth (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.
- Exceptional communication (oral and written), presentation, and interpersonal skills.
- Entrepreneurial spirit and a passion for growth.
- Client-first approach, engaging with purpose to find the right solutions.
- Results-oriented with a drive to exceed targets.
- Motivated by accomplishing goals and delivering best-in-class performance.
- Teamwork-oriented, understanding that collaboration transforms ideas.
- 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 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
Location
- NY-New York, 300 Madison Ave Fl 5
Work Type
- Regular
- 40 hours per week
Experience Level
- 10+ years of experience
Salary/Compensations
- $150,000 – $190,000
Benefits
- Competitive total rewards package
- Incentive compensation plan
- Discretionary bonus component
- 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)
- Special perks
- 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 offers a competitive total rewards package.
- At CIBC, your goals are a priority.
- We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
- We aspire to give you a career, rather than just a paycheck.
- 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.
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.