Cibc

PrivateBankingAdvisor

Winnipeg, Manitoba, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Private Banking Advisor at Cibc. Skills: Relationship Management, Portfolio Management, Business Development, Client Service. Manage and grow portfolio of cash management, lending and investment products. Increase overall profit contribution”

What You'll Achieve.

increases overall profit contribution to CIBC Private Wealth Management; building a portfolio of HNW clients

Industry & Context.

Problems you'll solve

Resolve extremely complex credit issues

Eligibility Requirements

attribute-based assessment, skills test, simulation, coding, French proficiency, artificial intelligence tools during the recruitment process

What They're Looking For.

Must Have

Canadian Securities Course, Professional Financial Planning Course, Conduct & Practices Handbook, Certified Financial Planners Designation, 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 sufficient to build relationships with customers, ability to build and maintain new client relationships, established profile in the local business community, knowledge of a diverse marketplace and needs of local clients, active role in community events, charitable organizations and industry associations, bring your real self to work, live our values – trust, teamwork and accountability, value innovation, collaboration and client service, legally eligible to work at the location(s) specified above, valid work or study permit

Nice to Have

continuing education to Certified Financial Planners Designation, people of influence, complex global financial solutions, introductions from Commercial Banking

What You'll Do.

Manage and grow portfolio of cash management

lending and investment products

Increase overall profit contribution

Provide exceptional service to UHNW Private Banking clients

Assist clients with transactional banking needs

Support Senior Private Banker

Introduce clients to partners across the Bank

Build a portfolio of HNW clients

Perform risk assessment

Conduct in-depth financial analysis

Resolve complex credit issues

Provide specialized services to key HNW markets

Review client portfolios

Identify opportunities to broaden client's suite of products

Meet regularly with clients

Develop untapped opportunities

Represent CIBC on Boards

Participate in charitable organizations

Engage in appropriate social networks

Play active role in large deal teams

Update knowledge and skills

Communicate developments or changes to client

Aid in development of professional network

How You'll Work.

Team & Collaboration

working with a Senior Private Banker; support the Senior Private Banker; introduces your clients to partners across the Bank; working closely with Credit Specialists and Commercial Banking; collaboration

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What You 'll be Doing** You will be responsible for working with a Senior Private Banker in effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC Private Wealth Management. You will provide exceptional service to your team’s UHNW Private Banking clients by assisting them with their transactional banking needs on a reactive and proactive basis. You will support the Senior Private Banker as your team introduces your clients to partners across the Bank, including Wealth Strategy, Commercial Banking, Wood Gundy, Private Investment Counsel, Trust, Bank USA and others. _At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ **How You’ll Succeed** * **Relationship and Portfolio Management –** Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth clients on an ongoing basis. Resolve extremely complex credit issues for clients by working closely with Credit Specialists and Commercial Banking. Provide specialized services to key HNW markets like professional services to partners of major law, accounting and medical

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