Remote - Private Banking Associate

4 weeks ago

Montréal QC, Canada Canadian Imperial Bank of Commerce Full time

CIBC - Senior Private Banking Advisor - Bilingual page is loaded CIBC - Senior Private Banking Advisor - Bilingual
Apply locations Montréal, QC Brossard, QC Pointe-Claire, QC time type Full time posted on Posted 30+ Days Ago job requisition id 2320949 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Private Wealth Management, you will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services which increases overall profit contribution. As a Senior Private Banking Advisor, you will apply extensive in-depth knowledge and skills to ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing high net worth clients on an ongoing basis. The Senior Private Banking Advisor delivers solutions that make it easy for clients to bank with us, resolving extremely complex credit issues for clients by working closely with the business, fostering a dedicated team spirit, and partnering behaviors with internal teams and building a strong partnership with them. The role has ownership of processes and milestones, connecting people and networks, drawing on the Bank’s broader team and supporting our community. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview
Search for and develop untapped opportunities to promote CIBC Private Wealth Management within the High-Net-Worth market. Develop and maintain high quality, effective relationships with internal and external networks. Contribute to the group’s High Net Worth (HNW) business by building a portfolio of HNW clients whose needs are primarily banking, credit and investment based (i.e., Relationship Building - Increase retention and consolidation of CIBC Private Wealth Management clients’ business by understanding the clients and developing strong relationships and action plans to provide appropriate investment, credit, banking solutions and wealth advisory services. Provide consistent service excellence at all client touch points to meet High Net Worth client’s expectations for service delivery and issue resolution.
Analysis - Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High Net Worth clients on an ongoing basis. Ensure that all recommendations and actions adhere to all Bank risk standards and guidelines. Assess performance through review of Local Level Reporting (LLR) and build target plans to enable achievement of required business objectives and to support execution of annual portfolio plan.

You can demonstrate at least 5+ years’ experience in Canada working in Private Banking, notably in the UHNW segment, with strong knowledge of all banking, investment and credit products and services.
You have your Canadian Securities Course (CSC), Professional Financial Planning Course, Conduct & Practices Handbook (CPH) and continuing education to Certified Financial Planners Designation.
You know that relationships and networks are essential to success. You're fluent in French and English to serve our clients in the community. 
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Analytical Thinking, Business Development, Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management, Private Banking, Wealth Management Similar Jobs (5)
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locations Montréal, QC time type Full time posted on Posted 26 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

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