This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space
Job Summary
This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space.
The position requires managing the full lifecycle of account openings and closures while overseeing complex money movements such as loan draws and wires.
CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, disability plans, and a discretionary bonus component.
Matching Summary
This role actively leads projects to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within the Marketable Secured Lending space.
Salary
Base: $70,000 - $80,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, 401(k)
Skills & Requirements
Must-have
Securities Based Lending experience
High Net Worth client service
Loan documentation processing
Risk assessment for lending
Account opening and closure management
Nice-to-have
Strong problem-solving skills
Inclusive teamwork mindset
Community volunteer commitment
Proactive exception resolution
Key Requirements
5 years experience in wealth-high net worth lending