Job Description
Become an Associate Private Banking Advisor at CIBC in Oakville, focusing on high net worth clients. Leverage your expertise in portfolio management and client relations to drive significant results.
In this role, you'll assist a Senior Private Banker in managing an array of cash management and lending services for sophisticated clients. Your responsibilities will include assessing portfolio risks, providing tailored advise, and fostering new relationships to expand our client base.
Key Responsibilities:
• Oversee account portfolio for high net worth clients
• Perform financial analysis and risk assessments
• Introduce clients to additional CIBC financial services
• Engage in networking to attract new clients
• Maintain up-to-date knowledge of industry trends
Requirements:
• Certification as an Investment Representative (IR)
• Experience in financial planning and banking
• Proven skills in developing client relationships
• Active involvement in commu...
In this role, you'll assist a Senior Private Banker in managing an array of cash management and lending services for sophisticated clients. Your responsibilities will include assessing portfolio risks, providing tailored advise, and fostering new relationships to expand our client base.
Key Responsibilities:
• Oversee account portfolio for high net worth clients
• Perform financial analysis and risk assessments
• Introduce clients to additional CIBC financial services
• Engage in networking to attract new clients
• Maintain up-to-date knowledge of industry trends
Requirements:
• Certification as an Investment Representative (IR)
• Experience in financial planning and banking
• Proven skills in developing client relationships
• Active involvement in commu...
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