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About the Role
We are building a relationship-oriented bank for the modern world and need talented, passionate professionals dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you to make a meaningful impact and be valued for who you are and what you contribute.
Responsibilities
- Grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio.
- Align with clients’ sophisticated financial needs, investment objectives, and organizational strategies.
- Actively build the client base through networking, community involvement, and exceptional relationship management.
- Manage client relationships to ensure retention and business growth, aligning with client investment objectives and organizational policies.
- Acquire new high-net-worth clients with complex financial needs through targeted business development and collaboration with Business Development Officers.
- Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
- Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
- Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
- Build strong internal partnerships to deliver seamless, professional, and timely client service.
- Implement and maintain effective operational and compliance risk controls.
Requirements
- Proven track record of managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services.
- Collaborative approach to ensure seamless client service.
- Strong financial acumen and relationship management skills to deliver tailored solutions for clients.
- Legally eligible to work at the specified location(s) and possess a valid work or study permit, where applicable.
- May be asked to complete an attribute-based assessment and other skills tests.
Skills
- Business Development
- Client Service
- Customer Experience (CX)
- Ensure Compliance
- Group Problem Solving
- Investment Advising
- People Management
- Profitability Management
- Risk Management and Mitigation
- Wealth Management
Location
- New York, NY
Work Type
- Full-time
Experience Level
- 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Senior
Education Level
- Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
Salary/Compensations
- $175,000 - $250,000
Benefits
- Competitive total rewards package
- Eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a 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)
- Other special perks
- Incentive pay
- Banking benefits
- Benefits program
- Vacation offering
- Wellbeing support
- MomentMakers recognition program
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- At CIBC, team members are empowered at work, 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 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.