$130,000 - 165,000; incentive compensation plan + ...
Fully remote
High-net-worth client relationships
Investment and wealth advisory services
Strategic business development activities
Support the management of a shared portfolio of high-net-worth clients, ensuring strong retention and ongoing business growth
Job Summary
Support the management of a shared portfolio of high-net-worth clients, ensuring strong retention and ongoing business growth.
Contribute to acquiring new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers.
CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a benefits program, vacation offering, wellbeing support, and MomentMakers.
Matching Summary
Support the management of a shared portfolio of high-net-worth clients, ensuring strong retention and ongoing business growth.
Salary
$130,000 - 165,000; Incentive compensation plan and discretionary bonus component; Medical, Dental, Vision, HSA, Life, Disability, PTO, Holidays, 401(k)
Skills & Requirements
Must-have
High-net-worth client relationships
Investment and wealth advisory services
Strategic business development activities
Financial analysis and expert advice
Operational and compliance risk controls
Nice-to-have
Relationship-oriented bank culture
Empowered work environment
Collaborative team approach
Service-oriented professionalism
Strategic negotiation and influencing skills
Key Requirements
Bachelor's degree required
6-8 years wealth management expertise
Experience with Trust & Estate knowledge
Legally eligible to work in the specified location