Base: $80,000 to $95,000; bonus/equity: annual dis...
Fully remote
Relationship building skills
High net-worth clients
Product and market knowledge
As a Premium Edge Relationship Manager, you will provide best in class service and build long lasting relationships with high net-worth, self-directed investing clients
Job Summary
As a Premium Edge Relationship Manager, you will provide best in class service and build long lasting relationships with high net-worth, self-directed investing clients.
You will educate clients in a professional manner explaining relevant trading policies and procedures as required with your strong product and market knowledge; without entering into discussions that would influence a client's decision.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
Matching Summary
As a Premium Edge Relationship Manager, you will provide best in class service and build long lasting relationships with high net-worth, self-directed investing clients.
Salary
Base: $80,000 to $95,000; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefit, wellbeing support, employee and family assistance programs
Skills & Requirements
Must-have
Relationship building skills
High net-worth clients
Product and market knowledge
Handle inbound trade execution
CIRO regulations compliance
Client account review
Nice-to-have
Embrace and champion change
Digitally savvy
Values matter
Multi-lingual abilities
Act like an owner
Key Requirements
3-4 years relevant experience
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Derivatives Fundamentals and Options Licensing (DFOL) or CIRO Derivatives Exam