Overview In this role you will source and acquire private wealth clients, collaborating with a cross-functional team to tailor wealth solutions. You will engage intermediaries and build strategic partnerships to expand CIBC's presence in wealth management. The position combines business development with solution design, client relationship growth, and market outreach. This is an impact-driven opportunity to help clients achieve their financial goals within a supportive, collaborative culture. Compensation / Benefitscompetitive salaryincentive compensationmedical, dental, visionhealth savings accountlife insurancedisability insurance and other plans (401(k ? ResponsibilitiesIdentify, engage, and convert prospective private wealth clientsCurate and deliver tailored wealth solutions with a multidisciplinary teamDevelop and expand relationships with intermediaries and existing clients to generate referralsLead and organize promotional events, seminars, and roundtables to grow presence in wealth managementEstablish and maintain partnerships to ensure professional, seamless, timely service Key requirements10+ years of experience in wealth management, private banking or related fieldProven track record of acquiring and maintaining high-net-worth relationshipsStrong network and demonstrated ability to raise assetsMarket intelligence on industry trends, competitors affecting HNW clientsExcellent oral and written communication, presentation and interpersonal skillsEntrepreneurial spirit with a growth mindsetClient-first mindset and drive to exceed targetsOrganizational skills with ability to multi-task, solve problems and meet deadlinesActive FINRA Series 7 and 66 (or 63/65) licenses or ability to obtain within 90 daysstrong communicationinterpersonal skillsentrepreneurial spiritwealth managementrelationship managementinvestment research
Not specified in the original listing.
Not specified in the original listing.
