Cibc
PrivateInvestmentCounsellor
“Private Investment Counsellor at Cibc. Skills: Client Service, Sales Support, Operational Excellence, Investment Advising, Portfolio Management, Wealth Management. Building and maintaining a portfolio of high-net-worth clients. Presenting a broad array of products and services to clients”
What You'll Achieve.
Achieve assigned sales and asset under management targets; Maximize productivity and profitability; Maximize revenue; Increase profitability of the existing portfolio; Minimize risks
Industry & Context.
Analytic and inductive thinking; Resolve complex issues and conflicts with clients
Maintain appropriate industry registration status
What They're Looking For.
Must Have
Eligible to be fully registered as ICPM, Developed relationship management skills, Possess the investment credibility to make persuasive recommendations to a sophisticated, knowledgeable and high net-worth client group to achieve assigned sales and asset under management targets, Extensive investment industry knowledge and experience in structuring individual, complex investment solutions for high net worth clients, Knowledge of sales management skills including sales models, principles and techniques sufficient to develop sales strategies and effectively sell CPIC tailored solutions, Financial analysis skills sufficient to provide expert advice on complex, unique and high value deals, Attention to detail and can process transactions accurately, while multitasking in a fast-paced environment
Nice to Have
MBA, CFP, CPA, LLB, TEP and/or FEA designation
What You'll Do.
Building and maintaining a portfolio of high-net-worth clients
Presenting a broad array of products and services to clients
Advising clients using analytic and inductive thinking
Developing and effective working relationships with clients and third parties
Servicing the investment needs of high net worth clients
Recommending appropriate asset mix based on client needs
Proactively communicating with clients
Managing client meetings
providing information
and fulfilling client expectations
Identifying new opportunities to grow assets under management
Profitable growth of the client base and increasing assets under management
Developing and following a comprehensive business and marketing plan
Monitoring overall portfolio and individual client situations
Maintaining a positive public visibility within assigned area of market
Reviewing major business and economic events in the market
Proactively approaching business development activities
attracting and winning new business
Consolidating assets from existing clients
Networking regularly with existing customers and internal/external referral sources
Utilizing appropriate opportunity management techniques
Building relationships with other business partners
Managing assigned Associate Portfolio Manager or Portfolio Associate
Working with key CIBC partners in Private Wealth Management
Maintaining communication channels with CIBC Wealth Management partners
Resolving complex issues and conflicts with clients
Participating in sales coaching sessions
Supporting the Investment Counselor through the Investment Policy cycle
Ensuring day-to-day activities are compliant with policies
guidelines and legislation/regulations
Maintaining appropriate industry registration status
Keeping up-to-date with current events
overall economic and financial environment
Analyzing market data
How You'll Work.
Team & Collaboration
Connecting people and networks; Drawing on the Bank’s broader team; Build relationships with other business partners to ensure a level of service delivery that is seamless and timely; Work with key CIBC partners in Private Wealth Management, including Private Banking Advisors, Wood Gundy and Imperial Services; Maintain communication channels with CIBC Wealth Management partners; Collaborate with other team members
Communication Scope
Persuasive recommendations; Proactive communication with clients; Handling client enquiries; Providing information; Communicating with CIBC Wealth Management partners
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