Senior Wealth Advisor

2 weeks ago

San Francisco, California, United States CIBC Full time
Join Our Team as a Senior Wealth Advisor
At CIBC, we are committed to fostering a relationship-driven banking environment tailored for the contemporary client. We seek dedicated and skilled professionals who prioritize integrity and excellence in client service.

Your Role:
The primary responsibility of the Senior Wealth Advisor is to nurture new and existing banking relationships, ensuring the effective provision of credit and various banking services.

This role involves:
1. **Active Portfolio Management**: Delivering both banking and tailored lending solutions to a diverse clientele while facilitating introductions to Wealth and Commercial partners.
2. **Collaborative Approach**: Working closely with internal partners, including CIBC Private Wealth Management and CIBC Commercial Banking, to expand our client base.
3. **Client-Centric Focus**: Aiming for deeper engagement with existing clients to drive profitable growth in strategic relationships.

Key Responsibilities:
- Establishing new private banking lending and deposit relationships.
- Supporting all banking and customized lending solution needs identified within CIBC Private Wealth Management.
- Building trust through regular client interactions and relationship development.
- Managing both new and existing client relationships while identifying opportunities for additional services.
- Partnering with CIBC Private Wealth Management Relationship Managers to secure approvals for new and modified business.
- Identifying product and service opportunities across business units and collaborating on innovative solutions.
- Ensuring consistent deal structuring that aligns client needs with appropriate risk management through detailed analysis and underwriting.
- Collaborating with peers and mentoring junior team members to deliver exceptional client service.
- Completing banking portfolio responsibilities, including reviews, renewals, and collection of essential financial information.
- Maintaining accuracy in risk rating and identifying risks within the assigned portfolio.
- Staying informed of policy changes that may impact portfolio management.
- Representing CIBC Private Wealth Management at local market and industry events to enhance market knowledge and develop new client relationships.

Who You Are:
- A professional with 5-7 years of experience in developing and managing lending and deposit relationships with high net worth clients.
- Holder of a Bachelor's Degree in Business, Finance, Accounting, Real Estate, or Economics.
- Experienced in applying credit expertise and understanding investment portfolios and trust solutions.
- Capable of fostering and maintaining high-level private banking relationships.
- A team player who can introduce the right partners and solutions to high net worth individuals and families.
- Proficient in financial analysis and modeling, with advanced skills in Microsoft Office products.

What We Offer:
CIBC provides a competitive total rewards package, including a comprehensive benefits program designed to meet the diverse needs of our employees. We prioritize your professional growth and development, offering opportunities to enhance your skills and advance your career.

At CIBC, we are dedicated to creating an inclusive environment where all team members feel valued and empowered. We welcome applicants from diverse backgrounds and are committed to providing an accessible candidate experience.

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