Senior Relationship Manager CIBC Private Wealth Advisors
Overview
Lead high-net-worth client relationships and drive revenue growth for CIBC Private Wealth Advisors. Own portfolios and expand business through strategic networking and client engagement. Optimize client experiences using Python and AWS. Seek a strategic negotiator with 5+ years experience.
What You'll Do8
- 1Manage client relationships: Oversee portfolios to ensure retention and business growth aligned with client objectives.
- 2Expand portfolio: Acquire high-net-worth clients via targeted business development and collaboration with Business Development Officers.
- 3Drive profitability: Achieve revenue targets while controlling expenses and monitoring profit performance.
- 4Deliver exceptional service: Provide bespoke investment advice leveraging CPC Card and BCBA certifications.
- 5Engage in client events: Participate in networking activities to strengthen relationships and boost business development.
- 6Collaborate internally: Partner with teams to deliver seamless client service and operational excellence.
- 7Ensure compliance: Implement risk controls and maintain regulatory adherence across all client interactions.
- 8Drive profitability: Monitor financial metrics and take corrective actions to sustain growth.
Requirements8
- 15+ years building ETL pipelines with Spark and Airflow
- 2MBA or advanced certifications such as CFA
- 315+ years in portfolio management and wealth advisory
- 4Comprehensive understanding of investment products for high-net-worth clients
- 5Strong financial analysis skills for complex client needs
- 6Proven track record in relationship building and negotiation
- 7Confident communicator with presentation expertise
- 8Risk awareness of operational and regulatory requirements
Salary Insight
$175 - $250k per year
Location
Required Skills
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