7 дней назад
Business Development Manager, CIBC Global Asset Management - Bilingual
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Development Manager, CIBC Global Asset Management - Bilingual (Asset Management): Developing new business and expanding CIBC Asset Management’s market share through telephone prospecting, advisor relationship management, and client meetings with an accent on mutual fund products, investment strategies, and wealth-management trends. Focus on building advisor relationships, delivering product information, and meeting sales targets across a defined territory.
Location: Montreal, Quebec, Canada. Client meetings may require face-to-face attendance, and the proportion of on-site and remote work will be discussed during the interview.
Company
is a relationship-oriented bank providing banking, wealth management, and asset management services.
What you will do
- Prospect for new business with advisors in an assigned territory through telephone contacts and regular follow-ups.
- Increase Asset Management’s market share among existing clients.
- Build and strengthen advisor and client relationships to meet sales targets.
- Maintain knowledge of CAM products, portfolio features, benefits, investment strategies, and market trends.
- Present product information and business development tools during client meetings and regional events.
Requirements
- Experience in telephone sales within the mutual fund or wealth management industry is preferred.
- Knowledge of broker/dealer trends, bond markets, and capital markets.
- Current professional accreditation and good standing; Canadian Securities Course accreditation is preferred.
- Degree in a related field.
- Fluency in French and English is required.
- Legal eligibility to work in Canada and, where applicable, a valid work or study permit are required.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, an employee benefits program, and a defined benefit pension plan.
- Employee share purchase plan and vacation offering.
- Wellbeing support and a social recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible candidate experience.
Hiring process
- The process may include an attribute-based assessment and skills tests, including French proficiency evaluation.
- Artificial intelligence tools may be used during recruitment.
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