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Investment Portfolio Manager
1 month ago
We're seeking a talented professional to join our team as an Investment Portfolio Manager. As a key member of our team, you will work closely with Investment Advisors to help manage client portfolios and develop new business opportunities.
Key Responsibilities:
- Engage with high net worth clients to offer support and uncover business opportunities.
- Proactively improve the client experience by anticipating client needs and communicating promptly with your team.
- Work closely with Investment Advisors to support business development activities and assist in the building of investment plans.
Requirements:
- Must be fully bilingual in both Mandarin and English. Cantonese is an asset.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Current accreditation and good standing in the Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Registered Representative (RR) licensing.
What We Offer:
At CIBC, we offer a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers, our social recognition program.
Why Join Us:
We're committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience.
Location: Vancouver Dunsmuir - 2500
Employment Type: Regular
Weekly Hours: 37.5
Skills: Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively
