Client Associate (ir Licensed) Cibc Wood Gundy

CIBC Wood Gundy

London, United Kingdom
Base: $48,880 to $56,980; bonus/equity: annual dis...
On-site
Relationship-oriented banking
Dedicated relationship management
Trusted investment advice
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service

Job Summary

  • As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and exceptional client service.
  • You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

Matching Summary

As a member of CIBC Wood Gundy, you will be responsible for building and growing 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

Skills & Requirements

Must-have

  • Relationship-oriented banking
  • Dedicated relationship management
  • Trusted investment advice
  • Exceptional client service
  • High-net-worth client engagement

Nice-to-have

  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions
  • Cultivate a culture of ambition
  • Invest in growth and development

Key Requirements

  • Certified Investment Representative (IR)
  • Current accreditation with CIRO-ID
  • Financial Services and/or Brokerage industry experience
  • Working knowledge of quotation equipment

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter