Cibc
Finance
AssociatePrivateBankingAdvisor
“Associate Private Banking Advisor at Cibc. Skills: Portfolio Management, Client Relationship Management, Financial Products Knowledge. Manage and grow portfolio. Provide exceptional service to clients”
What You'll Achieve.
Increases overall profit contribution to CIBC Private Wealth Management; Builds a portfolio of HNW clients; Ensures quality of account portfolio; Acquires new clients
Industry & Context.
Resolve extremely complex credit issues
What They're Looking For.
Must Have
Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID), Professional Financial Planning Course, concepts of personal financial planning, knowledge of all banking, investment and credit products and services, Financial services experience in private banking, wealth advisory, or brokerage, relationship management skills, ability to build and maintain new client relationships, knowledge of a diverse marketplace and needs of local clients
Nice to Have
continuing education to Certified Financial Planners Designation, established profile in the local business community, active role in community events, charitable organizations and industry associations
What You'll Do.
Manage and grow portfolio
Provide exceptional service to clients
Assist with transactional banking needs
Support Senior Private Banker
Perform risk assessment
Conduct financial analysis
Resolve credit issues
Provide specialized services
Review client portfolios
Identify product opportunities
Conduct portfolio reviews
Introduce new product solutions
Develop untapped opportunities
Represent CIBC on Boards
Participate in charitable organizations
Engage in social networks
Play active role in deal teams
Update knowledge and skills
Communicate developments to clients
Aid in development of professional network
How You'll Work.
Team & Collaboration
Work with Senior Private Banker; Introduce clients to partners across the Bank; Work closely with Credit Specialists; Work closely with Commercial Banking; Play active role in large deal teams
Communication Scope
Proactively communicate developments or changes to client
Applying for this Associate Private Banking Advisor role?
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