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CIBC US logo
CIBC US

CIBC is here to help all our clients reach their goals.

Senior Relationship Manager

Location

Canada

Posted

65 days ago

Salary

0

Seniority

Senior

Postgraduate Degree3 yrs expEnglish

Job Description

Senior Relationship Manager

CIBC US

• provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients • manage relationships representing strategic clients of CIBC with highly sophisticated needs • generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and closing sales opportunities referred to you • educate clients about relevant trading policies and procedures, leveraging your strong product and market knowledge • build and maintain a book of more than 200 high-net-worth households, providing personalized service and attention • close leads sourced from valued partners, actively converting opportunities into new business • pursue and cultivate referral opportunities from new and existing clients through proactive client and partner engagement • handle customer complaints and inquiries aiming for first-call resolution

Job Requirements

  • current accreditation and good standing of the Canadian Securities Course (CSC)
  • good standing of Conduct and Practices Handbook (CPH)
  • good standing of Derivatives Fundamentals and Options Licensing (DFOL) course
  • Additional accreditations (MBA, CFA) considered an asset
  • 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
  • multi-lingual abilities are an asset. Fluent English required. French, Mandarin, and/or Cantonese fluency is desirable.

Benefits

  • competitive salary
  • incentive pay
  • banking benefits
  • benefits program*
  • defined benefit pension plan*
  • employee share purchase plan
  • vacation offering
  • wellbeing support
  • MomentMakers, social, points-based recognition program
  • Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

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