Cibc
PrivateInvestmentCounsellor
“Private Investment Counsellor at Cibc. Skills: Client Service, Sales Support, Operational Excellence, relationship management, investment credibility, sales management, financial analysis, networking, portfolio management, asset growth. building and maintaining a portfolio of high-net-worth clients. present a broad array of products and services to clients”
What You'll Achieve.
achieve assigned sales and asset under management targets; maximize revenue; increase profitability of the existing portfolio; minimize risks; grow our high net worth client assets; ensure maximum opportunity for business growth; maximum productivity and profitability is achieved
Industry & Context.
analytic and inductive thinking; resolve complex issues and conflicts with clients; Analyze market data to identify activities or conditions that may impact business
legally eligible to work at the location(s) specified, where applicable, must have a valid work or study permit, may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)
What They're Looking For.
Must Have
degree in business or a related field, accredited professional with a CFA or CIM designation or equivalent designation achieved and have equivalent experience and eligible to be fully registered as ICPM, developed relationship management skills, 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, 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, can process transactions accurately, while multitasking in a fast-paced environment
Nice to Have
MBA, CFP, CPA, LLB, TEP, FEA
What You'll Do.
building and maintaining a portfolio of high-net-worth clients
present a broad array of products and services to clients
advise clients using analytic and inductive thinking
Develop and effective working relationships with clients and third parties
service the investment needs of high net worth clients in portfolio
Understand the specific needs of clients
including their tolerance for risk and long-term objectives and recommend appropriate asset mix based on client needs
Proactively communicate with clients managing client meetings
providing information
and fulfilling client expectations overall and identifying new opportunities to grow assets under management
continue to profitably grow the client base and to increase assets under management by developing and following a comprehensive business and marketing plan
Monitor overall Portfolio and individual client situations
to ensure maximum productivity and profitability is achieved
Maintain a positive public visibility within assigned area of market
Regularly review major business and economic events in the market to identify impact and potential to grow the business
Proactively approach business development activities to identify
attract and win new business within the market of sophisticated and knowledgeable high net worth clients maximizing revenue
developing new business by consolidating assets from existing clients
through client referrals
and referrals from external network of professionals
Network regularly with existing customers and internal/external referral sources in order to build relationships and gain referral business
Utilize appropriate opportunity management techniques to increase the profitability of the existing portfolio and minimize risks
Build relationships with other business partners to ensure a level of service delivery that is seamless and timely
Manage assigned Associate Portfolio Manager or Portfolio Associate including performance management and feedback process
Proactively work with key CIBC partners in Private Wealth Management
including Private Banking Advisors
Wood Gundy and Imperial Services
to grow our high net worth client assets
Maintain communication channels with CIBC Wealth Management partners to ensure maximum opportunity for business growth
Draw upon the sales leadership of the Market Leader resolve complex issues and conflicts with clients
Participate in sales coaching sessions from Market Leaders to continue development of investment knowledge
skills and concepts and the continued development of understanding the unique service offering of CPIC
Participate in the high performance sales culture as part of PWM / CPIC
Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation
Ensure day-to-day activities are compliant with policies
guidelines and legislation/regulations and escalate potential issues to Market Leader
Maintain appropriate industry registration status
Keep up-to-date with current events
overall economic and financial environment
etc. and in particular those related to area of specialty
Analyze market data to identify activities or conditions that may impact business
How You'll Work.
Team & Collaboration
connecting people and networks; drawing on the Bank’s broader team; Build relationships with other business partners; Proactively 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; Draw upon the sales leadership of the Market Leader; Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability.
Communication Scope
Proactively communicate with clients; managing client meetings; handling enquiries; providing information; Maintain communication channels
Process & Methodology
ownership of processes and milestones, Investment Policy cycle from creation to trading implementation
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