Cibc
Finance
PrivateInvestmentCounsellor
“Private Investment Counsellor at Cibc. Skills: Private Investment Counselling, Client Relationship Management, Financial Planning, Investment Product Knowledge. building and maintaining a portfolio of high-net-worth clients through various prospecting methods. presenting a broad array of products and services to clients”
What You'll Achieve.
making clients’ goals their own; delivering excellence every day with high-quality technology and service
Industry & Context.
analytic and inductive thinking; problem resolution and follow-up
What They're Looking For.
Must Have
degree in business or a related field, knowledge of daily market activities sufficient to provide/explain information to clients, general knowledge of the financial industry, attention to detail, ability to process transactions accurately, ability to multitask in a fast-paced environment
Nice to Have
Completion of CSC is an asset
What You'll Do.
building and maintaining a portfolio of high-net-worth clients through various prospecting methods
presenting a broad array of products and services to clients
ownership of processes and milestones
connecting people and networks
drawing on the Bank’s broader team
supporting our community
devising new methods to advise clients
Develop and effective working relationships with clients and third parties
Request information and documentation from clients to open accounts
Plan and organize activities and required resources to ensure smooth running of office
Prepare and distribute documentation and information to clients
Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation
How You'll Work.
Team & Collaboration
connecting people and networks; drawing on the Bank’s broader team; collaboration
Communication Scope
well-developed interpersonal and relationship building skills; provide/explain information to clients
Process & Methodology
ownership of processes and milestones
Applying for this Private Investment Counsellor role?
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