CIBC US

Private Wealth Business Development Officer

CIBC US

full-time

Posted on:

Location Type: Hybrid

Location: New York City • California • Florida • United States

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Salary

💰 $150,000 - $190,000 per year

Job Level

SeniorLead

About the role

  • Responsible for sourcing and acquiring new private wealth clients
  • Leverage industry expertise and network to identify opportunities
  • Foster partnerships and deliver bespoke wealth solutions
  • Curate and partner with a multidisciplinary team of professionals to design and deliver solutions tailored to client needs
  • Develop, maintain and grow relationships to generate referrals
  • Lead and organize promotional events, educational seminars and roundtables
  • Establish and maintain effective partnerships and teamwork

Requirements

  • 10+ years of experience in wealth management, private banking or a related field
  • Proven track record of acquiring and maintaining HNW relationships
  • Strong network and demonstrated ability to effectively raise assets
  • Market intelligence by staying abreast of industry trends, competitor activity and industry updates impacting HNW clients
  • Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days
  • Exceptional communication (oral and written), presentation and interpersonal skills
  • Strong organizational skills, ability to multi-task, problem solve and meet deadlines
Benefits
  • Medical
  • Dental
  • Vision
  • Health Savings Account
  • Life Insurance
  • Disability
  • Other Insurance Plans
  • Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
  • Holidays
  • 401(k)
  • Other special perks reserved for team members
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth managementprivate bankingHNW relationship managementmarket intelligenceasset raising
Soft Skills
communicationpresentationinterpersonal skillsorganizational skillsproblem solvingmulti-taskingdeadline management
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65