**
CIBC is seeking a Business Development Analyst for its Private Wealth division in Newport Beach, CA. This role focuses on driving sales growth through customized investment proposals, project management, and collaboration with various internal teams, all while supporting high net worth clients.
**
Job Summary
This role plays a pivotal part in driving sales growth and expanding market presence for CIBC Private Wealth.
Candidates will design customized investment proposals and manage the end-to-end proposal process with cross-functional teams.
The position offers a competitive salary range of $120,000 to $165,000 along with comprehensive benefits including health insurance and 401(k).
Matching Summary
Match Score: 75
**
CIBC is seeking a Business Development Analyst for its Private Wealth division in Newport Beach, CA. This role focuses on driving sales growth through customized investment proposals, project management, and collaboration with various internal teams, all while supporting high net worth clients.
**
Salary
Base: $120,000 - $165,000; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off
Skills & Requirements
Must-have
3+ years financial services experience
Investment product knowledge
Proposal development and project management
Microsoft Office proficiency
Nice-to-have
Strong written and verbal communication
Proactive research and analytical skills
Client-focused customization approach
Team collaboration across departments
Key Requirements
Minimum 3 years relevant experience
In-depth knowledge of portfolio construction
Legal eligibility to work in the US
Work Rights
Must be legally eligible to work in the location specified