CIBC
Financial Services
Sr.RelationshipManager,PremiumEdge
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr. Relationship Manager, Premium Edge at CIBC. Skills: Relationship management, Client service, Sales. Provide best-in-class service. Build long-lasting relationships”
What You'll Achieve.
Build and maintain book of 200+ households; Achieve first-call resolution
Industry & Context.
What They're Looking For.
Must Have
3-4 years Sales and Relationship Management experience, Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Derivatives Fundamentals and Options Licensing (DFOL)
Nice to Have
MBA, CFA, French fluency, Mandarin fluency, Cantonese fluency
What You'll Do.
Provide best-in-class service
Build long-lasting relationships
Explain trading policies
Explain trading procedures
Handle trade execution requests
Maintain critical accuracy
Handle customer complaints
Handle customer inquiries
Achieve first-call resolution
Escalate appropriately
Leverage team resources
Follow up on client requests
Ensure transaction requests handled accurately
Keep CRM tools up to date
Communicate with clients
How You'll Work.
Team & Collaboration
Internal partnerships
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** As a Premium Edge Sr. Relationship Manager, you will provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients. The relationships you manage will represent strategic clients of CIBC who have highly sophisticated needs. You will educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging your strong product and market knowledge—without entering into discussions that could influence a client’s decision. You may also handle trade execution requests, maintain critical accuracy and execute orders as per client instruction in accordance with CIRO regulations and CIBC ISI policies and procedures. _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._ The expected annualized base salary range for this role is $93,000 to $120,000. The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles. In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program. We are committed to provi
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