обновлено 3 дня назад
Private Banker
125 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Banker (Wealth Management/Lending): Cultivating and managing high-net-worth and ultra-high-net-worth client relationships through tailored lending, deposit, and wealth management solutions with an accent on credit structuring, portfolio health, and profitable relationship growth. Focus on facilitating complex underwriting, mitigating credit risk, expanding strategic client relationships, and coordinating internal banking and wealth management partners.
Location: Chicago, IL — 120 S LaSalle St, Floor 2. Work arrangement details will be discussed during the interview.
Salary: $125,000–$200,000 annually for the Chicago market, based on experience, qualifications, and position location.
Company
CIBC is a relationship-oriented bank providing banking, lending, wealth management, and financial solutions to clients.
What you will do
- Develop new and manage existing private banking lending and deposit relationships for high-net-worth and ultra-high-net-worth clients.
- Act as a trusted advisor by identifying customized lending, deposit, wealth management, investment, and trust solutions.
- Manage portfolio health, including reviews, renewals, past-due remediation, risk ratings, and credit documentation.
- Structure deals and lead credit, underwriting, approval, and closing processes in partnership with underwriting and credit risk teams.
- Collaborate with private wealth management, commercial banking, and other internal partners to expand strategic client relationships.
- Maintain Salesforce activity, participate in market events, mentor junior colleagues, and support superior client service.
Requirements
- 10+ years of experience cultivating and managing lending and deposit relationships for high-net-worth and ultra-high-net-worth clients.
- Deep credit expertise, including credit risk assessment, lending solution structuring, and analysis for credit actions.
- Working knowledge of investment portfolios and trust solutions.
- Experience building relationships with high-net-worth individuals, business owners, and corporate executives.
- Proficiency in Microsoft Office, financial analysis, financial modeling, and Salesforce or an equivalent CRM.
- Legal eligibility to work in the United States at the specified location; a valid work or study permit may be required where applicable.
Nice to have
- Bachelor’s degree in Business, Finance, Accounting, Real Estate, or Economics.
- Formal credit training.
Culture & Benefits
- Inclusive environment focused on trust, teamwork, accountability, and diversity.
- Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
- Paid sick leave, parental leave, vacation, holidays, and 401(k).
- Competitive salary, incentive compensation, banking benefits, wellbeing support, and recognition programs.
- Paid Purpose Day for personal growth and development.
Hiring process
- The work arrangement will be discussed during the interview.
- Applicants may complete an attribute-based assessment and skills tests, including simulation, coding, or Microsoft Office assessments.
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