1 час назад
Region Head of CIBC Family Office for Alberta
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Region Head of CIBC Family Office for Alberta (Wealth Management): Leading business development, client relationship management, and integrated financial solutions for approximately 100 UHNW client households with an accent on credit structuring, investment management, estate planning, tax strategies, philanthropy, and succession planning. Focus on building referral ecosystems, coordinating specialized advisors, overseeing strategic client roadmaps, and strengthening risk and compliance controls.
Location: Edmonton, Alberta, Canada. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview.
Company
CIBC is a relationship-oriented bank delivering banking, wealth management, and family office services.
What you will do
- Lead business development for the CIBC Family Office in Alberta and identify opportunities with prospective UHNW clients.
- Represent the Family Office at industry events and develop referral ecosystems with internal partners and external centres of influence.
- Serve as the primary point of contact for approximately 100 UHNW client households and cultivate long-term relationships.
- Coordinate Private Banking, Wood Gundy, Private Investment Counsel, Planning, Trust, CIBC Bank USA, and Caribbean partners to deliver integrated liquidity, investment, and planning solutions.
- Monitor strategic roadmaps and oversee progress for new and existing clients.
- Lead risk and compliance practices, escalate complex client needs, and improve controls and processes.
Requirements
- Legally eligible to work in Canada at the specified location; a valid work or study permit may be required where applicable.
- Bachelor’s degree required; an MBA or advanced degree is preferred.
- 10+ years of frontline experience in private banking, wealth management, or single/multi-family offices, including at least 5 years building relationships with UHNW clients.
- Experience with funds managed growth, revenue growth, credit outcomes, and risk management.
- One or more relevant certifications: CFA, CIM, CFP, CSC and CPH, FEA, or LLP.
- Advanced knowledge of credit structuring, wealth planning, AML/KYC, enhanced due diligence, and source-of-wealth and source-of-funds validation in Canada.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to plan terms.
- Employee share purchase plan, vacation offering, wellbeing support, and social recognition programs.
- Professional development opportunities, including a paid Purpose Day.
- Inclusive and accessible candidate and employee experience.
Hiring process
- An attribute-based assessment and other skills tests may be required.
- Recruitment uses artificial intelligence tools as part of the application process.
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