Senior Relationship Manager

📋 Description

• Deliver exceptional service and foster enduring relationships with high-net-worth, self-directed investing clients.

• Oversee relationships with strategic CIBC clients who have complex needs.

• Generate leads and develop your own business portfolio through proactive outreach, presentations, networking, and closing sales opportunities that are referred to you.

• Inform clients about pertinent trading policies and procedures by utilizing your extensive product and market expertise.

• Create and manage a portfolio of over 200 high-net-worth households, offering tailored service and focus.

• Convert leads obtained from valued partners into new business opportunities effectively.

• Seek and nurture referral prospects from both new and existing clients through proactive engagement with clients and partners.

• Address customer complaints and inquiries with the goal of achieving first-call resolution.

⛳️ Requirements

• Current accreditation and good standing in the Canadian Securities Course (CSC).

• Good standing in the Conduct and Practices Handbook (CPH).

• Good standing in the Derivatives Fundamentals and Options Licensing (DFOL) course.

• Additional qualifications such as an MBA or CFA are considered advantageous.

• Experience in Sales and Relationship Management with 3-4 years of relevant background.

• Working knowledge of market conditions and trends in both Canadian and U.S. stock and bond markets.

• Multi-lingual skills are beneficial; fluency in English is required, with French, Mandarin, and/or Cantonese fluency being desirable.

🏝️ Benefits

• Competitive salary.

• Incentive pay.

• Banking benefits.

• Comprehensive benefits program*.

• Defined benefit pension plan*.

• Employee share purchase plan.

• Vacation offering.

• Wellbeing support.

• MomentMakers, a social, points-based recognition program.

• Purpose Day; a paid day off dedicated to investing in your personal growth and development.