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Vice President, Client Relations
2 weeks ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
**Job Description**:
What You’ll Be Doing
Under the direction of the Vice President & Head, Institutional Client Servicing the incumbent is responsible for delivering best-in-class servicing of institutional clients as well as participating in the development and implementation of servicing policies, standards and client servicing strategy. Occasionally, the incumbent may also be part of sales presentations with prospective clients as well as contributing to institutional marketing, RFP and consultant relations efforts.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
- Job Location: Open to Toronto or Montreal
How You’ll Succeed- Providing best-in-class direct client servicing to institutional clients so as to retain and grow client relationships and establish trusted-advisor status with each client. This includes ad hoc and regular investment in-person review meetings to ensure that the requirements of each client are being met on an ongoing basis.- Developing detailed client plans to meet retention and growth objectives for each client relationship including organizing and attending in-person client events.- Actively contribute to the Client Servicing Team’s ambition to deliver best-in-class institutional servicing.- Providing collaborative back-up client servicing responsibilities for select client relationships.- Work collaboratively with the Client Portfolio Management and Portfolio Management teams to effectively understand client objectives and to develop and present advisory solutions.- Liaise with internal CIBC partners on an ongoing basis to enhance client connectivity.- Under the supervision of the Vice President & Head, Institutional Client Servicing, the incumbent participates in the development and implementation of client servicing policies and standards.- Monitoring of the risk level in the clientele and implementation of strategies to deal with clients on watch and at risk.- Leveraging your existing network of institutional relationships and working closely with our Business Development team to help deliver on CIBC AM’s growth objectives- Contributes to marketing, RFP, consultant relations efforts and other institutional projects.
Who You Are- You have a University degree, preferably in Business, Finance or Actuarial Science.- You’re a certified professional. Preferably, you have current accreditation with the CFA Institute along with applicable Securities commission requirements for advising institutional clients (US/foreign registration would be considered a strong asset).- You can demonstrate experience in at least two of the following: Institutional Client Servicing, Institutional Sales/Marketing, Portfolio Management, Asset consulting.- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.- You love to learn. You have strong knowledge and understanding of financial markets and economic matters sufficient to provide explanations to our most sophisticated clients.- You work well under pressure and capable of delivering client requirements under strict deadlines.- You're fluent in French and English to support business operations outside of Quebec, Canada. (An asset)
What CIBC offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Job Location
Montreal-1155 Rene Levesque 09
Employment Type
Regular
Weekly Hours
37.5
Skills
