Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

London, United Kingdom
Base: $48,880 to $56,980; bonus/equity: annual dis...
Client portfolio growth
Investment advice
Exceptional client service
Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • Directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.

Matching Summary

Build and grow Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.

Salary

Base: $48,880 to $56,980; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefits, benefits program, defined benefit pension plan, employee share purchase plan, vacation offering

Skills & Requirements

Must-have

  • Client portfolio growth
  • Investment advice
  • Exceptional client service
  • High-net-worth client engagement
  • Relationship management

Nice-to-have

  • Building lasting connections
  • Heighten CIBC brand awareness
  • Engage with heart and mind
  • Driven to succeed
  • Values matter

Key Requirements

  • Investment Representative (IR) accreditation
  • 3+ years Brokerage industry experience
  • Working knowledge of quotation equipment
  • Legally eligible to work in the UK

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter