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CIBC is here to help all our clients reach their goals.
Senior Relationship Manager
Location
Canada
Posted
67 days ago
Salary
C$92.5K - C$127.2K / year
Seniority
Lead
No structured requirement data.
Job Description
Senior Relationship Manager
CIBC US
Role Description As a Premium Edge Sr. Relationship Manager, you will provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients. The relationships you manage will represent strategic clients of CIBC who have highly sophisticated needs. You will: - Generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and by closing sales opportunities referred to you. - Educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging your strong product and market knowledge. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. The expected annualized base salary range for this role is $92,490 to $127,200, determined by various factors including skills, experience, and geographic location. Compensation includes participation in an annual discretionary incentive or bonus program. Qualifications - Current accreditation and good standing of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), and Derivatives Fundamentals and Options Licensing (DFOL) course. - Experience in Sales and Relationship Management with 3-4 years of relevant experience. - Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets. - Additional accreditations (MBA, CFA) considered an asset. Requirements - Excellent relationship management skills to establish and nurture strong relationships with high-net-worth clients, partners, and leadership teams. - Results-driven sales professional with a proactive approach to business development. - Ability to identify and cultivate referral opportunities from new and existing clients. - Strong attention to detail to prevent privacy breaches, violations, or errors. - Ability to communicate with clients only on CIBC-approved devices. Benefits - Competitive salary and incentive pay. - Banking benefits and a benefits program. - Defined benefit pension plan. - Employee share purchase plan. - Vacation offering and wellbeing support. - MomentMakers, a social, points-based recognition program. - Purpose Day; a paid day off dedicated for personal growth and development. Company Description CIBC is 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.
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