Respond to client inquiries and transactional needs
Support private banking advisors with portfolio management
CIBC Capital Markets is seeking an Associate for their Private Banking team in Halifax, Canada. The role involves providing administrative and sales support to Private Banking Advisors, focusing on exceptional client service and operational excellence
Job Summary
Provide administrative and sales support to Private Banking Advisors, assisting clients with transactional banking needs.
Service the financial needs of existing clients, including lending, borrowing, investing, and commercial lending.
Support Private Banking Advisors in managing portfolios by reviewing documentation and coordinating client communications.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking an Associate for their Private Banking team in Halifax, Canada. The role involves providing administrative and sales support to Private Banking Advisors, focusing on exceptional client service and operational excellence.
Skills & Requirements
Must-have
Client service for private banking clients
Respond to client inquiries and transactional needs
Support Private Banking Advisors with portfolio management
Process banking transactions and investigations
Maintain client documentation and compliance
Nice-to-have
Relationship-oriented banking approach
Empowered and valued work environment
Proactive client issue resolution
Key Requirements
Experience with loan, mortgage, and investment products
Working knowledge of branch routine and operations