$150,000 – $190,000; incentive compensation plan m...
Fully remote
Sourcing and acquiring new private wealth clients
Leverage industry expertise and network
Deliver bespoke wealth solutions
As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations)
Job Summary
As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations).
You will leverage your industry expertise and network to identify opportunities, foster partnerships, and deliver bespoke wealth solutions in collaboration with our talented team.
CIBC offers a competitive total rewards package including a salary range of $150,000 – $190,000, incentive compensation, and a full range of benefits.
Matching Summary
As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations).
Salary
$150,000 – $190,000; Incentive compensation plan may include discretionary bonus; Full range of benefits and programs
Skills & Requirements
Must-have
Sourcing and acquiring new private wealth clients
Leverage industry expertise and network
Deliver bespoke wealth solutions
Develop, maintain and grow relationships
Market intelligence and industry trends
Nice-to-have
Entrepreneurial spirit and passion for growth
Client-first approach
Motivated by collective success
Express ambition through initiatives
Key Requirements
10+ years of experience in wealth management, private banking or related field
Proven track record of acquiring and maintaining HNW relationships
Strong network and demonstrated ability to raise assets
Exceptional communication, presentation and interpersonal skills
Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days
Legally eligible to work at the specified location