Job Description
What You’ll Be Doing
You will be responsible for effectively managing and growing a portfolio of cash management, lending and investment products and services that increase overall profit contribution to CIBC Private Wealth Management. You will also support overall client needs for broader Wealth Advisory services, including Investment, Retirement and Estate Planning Services.
How You’ll Succeed
- Build a portfolio of High‑Net‑Worth (HNW) clients focused on banking, credit and investment needs.
- Perform risk assessment and in‑depth financial analysis on potential and existing HNW clients.
- Resolve complex credit issues in collaboration with Credit Specialists and Commercial Banking.
- Provide specialized services to key HNW markets, including professional partners of major law, accounting and medical businesses and private banking clients of Wood Gundy.
- Review client portfolios holistically to identify opportunities to b...