High Net Worth Banking Relationship Manager
Canadian Imperial Bank of Commerce (Canada)
Build relationships with high net worth clients as a Senior Private Banking Advisor at CIBC Private Wealth Management in Thornhill. Strong banking knowledge is essential.This position develops and retains clients whose needs center on banking, credit, and investments. You will conduct portfolio reviews, introduce solutions, and support transactional banking inquiries. The role also involves understanding business value monetization and coordinating broader investment, retirement, and estate planning services.Key Responsibilities:
Meet clients regularly for portfolio reviewsIntroduce banking, credit, and investment solutionsDevelop internal and external relationship networksSupport client issue resolution and service deliveryBuild target plans supporting annual portfolio objectivesRequirements:
Knowledge of mutual funds, fixed income products, and GICsUnderstanding of small and medium business wealth generationExperience serving private clients or high net worth clientsThree to five years of private banking experience preferredAbility to apply bank risk standards and guidelinesUse relationship building, product knowledge, and portfolio reviews to serve sophisticated high net worth clients at CIBC.
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Meet clients regularly for portfolio reviewsIntroduce banking, credit, and investment solutionsDevelop internal and external relationship networksSupport client issue resolution and service deliveryBuild target plans supporting annual portfolio objectivesRequirements:
Knowledge of mutual funds, fixed income products, and GICsUnderstanding of small and medium business wealth generationExperience serving private clients or high net worth clientsThree to five years of private banking experience preferredAbility to apply bank risk standards and guidelinesUse relationship building, product knowledge, and portfolio reviews to serve sophisticated high net worth clients at CIBC.
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Vacancy posted 5 hours ago
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