Private Banking Advisor
3 weeks ago
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
- The Private Banking Advisor’s primary purpose is identifying, cultivating and introducing new private wealth management relationships with high net worth individuals, family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists and other CIBC lines of business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect.
- The Private Banking Advisor’s specific focus is growth through new relationships and opportunities as well as greater expansion of existing relationships.- What you'll be doing- The Private Banking Advisor will be responsible for, but not limited to, the following activities:- Lead new high net worth client relationships and become trusted advisor through regular client contact and relationship building.
- Ensure weekly CRM/Salesforce accuracy for pipeline/calls.
- Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve as client’s primary client advisor while introducing and supporting the team to deliver specific products and solutions. Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
- Guides client conversations for life driven wealth management through proactive advice.
- Demonstrates a deep well rounded knowledge of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets.
- Identifies opportunities for relationship expansion across all CIBC lines of business through referral opportunities to the appropriate experts to deliver specialized advice.
- Contribute to the overall CIBC Wealth Management growth through the acquisition of new, high net worth and ultra-high net worth clients who have sophisticated financial needs, including banking investments, trust, and wealth advisory.
- Develop and maintain personal referral source networks for calling on individuals, families and institutions to build a pipeline of business prospects.
- Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate resolution
- Committed to invest, mentor and assist in the growth and development of others.
- Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients.
- Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
- Promote an environment that supports diversity and reflects the CIBC brand.- Who you are:- Highly dynamic sales professional with a successful track record of business development, relationship management and proven ability to effectively gather wealth management assets and deliver banking solutions.
- Demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high net worth individuals, families and institutions.
- Minimum 10+ years of experience in high net worth wealth management or a related asset, lending or deposit growth field.
- Demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions.
- Series 7, 63 and 65, or 66, will not be held or required
- Bachelor’s degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP, CFA, CTFA or CPA preferred.
- Exceptional presentation, verbal and written communication skills combined with a style reflecting an entrepreneurial spirit and a passion for growth.-
- California residents — your privacy rights regarding your actual or prospective employmentWhat CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.- Our spaces and technological toolkit will make it simple to bring to
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