CIBC Capital Markets is seeking a Senior Private Banking Advisor in Edmonton, Canada, who will manage and grow a portfolio of high-net-worth clients while delivering tailored financial solutions. The ideal candidate should have extensive knowledge of banking, investment, and credit products, as well as a strong commitment to client service and relationship building
Job Summary
As a Senior Private Banking Advisor, you will manage and grow a portfolio of cash management, lending, and investment products and services, increasing overall profit contribution.
You will perform risk assessment and in-depth financial analysis on high net worth clients, resolving complex credit issues and identifying opportunities to broaden their suite of products and services.
The role involves acquiring new clients through business development, fostering strong internal and external relationships, and ensuring consistent service excellence to meet high net worth client expectations.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Senior Private Banking Advisor in Edmonton, Canada, who will manage and grow a portfolio of high-net-worth clients while delivering tailored financial solutions. The ideal candidate should have extensive knowledge of banking, investment, and credit products, as well as a strong commitment to client service and relationship building.