Private Investment Counsellor

CIBC

Vancouver, Canada
On-site
High-net-worth client portfolio management
Investment product and service presentation
Client relationship development
Responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods

Job Summary

  • Responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods.
  • Apply extensive in-depth knowledge to present a broad array of products and services to clients.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.

Matching Summary

Responsible for building and maintaining a portfolio of high-net-worth clients through various prospecting methods.

Skills & Requirements

Must-have

  • High-net-worth client portfolio management
  • Investment product and service presentation
  • Client relationship development
  • Business and marketing plan development
  • Sales management principles and techniques

Nice-to-have

  • Relationship-oriented banking
  • Leveraging bank's broader team
  • Supporting community initiatives
  • Bringing your real self to work

Key Requirements

  • Degree in business or related field
  • CFA or CIM designation or equivalent
  • Eligible to be fully registered as ICPM
  • Extensive investment industry knowledge
  • Strong financial analysis skills

Work Rights

Not specified

Tailored Resume

Cover Letter