Private Wealth Business Development Officer

🕒 May 14

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CIBC US

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1001 - 5000 employees

CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.

📋 Description

• Responsible for sourcing and acquiring new private wealth clients • Leverage industry expertise and network to identify opportunities and foster partnerships • Collaborate with Relationship Managers, Investment and Wealth Specialists, and other internal partners • Curate and partner with a multidisciplinary team to design tailored wealth solutions • Develop, maintain and grow relationships with intermediaries and existing clients for referrals • Lead and organize promotional events and educational seminars for market development • Establish and maintain effective partnerships and teamwork for service delivery

🎯 Requirements

• 10+ years of experience in wealth management, private banking or related field • Proven track record of acquiring and maintaining HNW relationships • Strong network and ability to raise assets • Market intelligence regarding industry trends and updates impacting HNW clients • Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days.

🏖️ Benefits

• Medical • Dental • Vision • Health Savings Account • Life Insurance • Disability • Other Insurance Plans • Paid Time Off (including Sick Leave, Parental Leave, and Vacation) • Holidays • 401(k)