Private Banking Advisor

Private Banking Advisor

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

The Private Banking Advisor's primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices, endowments and foundations. This person is aligned with Private Banking and works closely building a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

The Private Banking Advisor's specific focus is growth through new relationships and opportunities as well as greater expansion of existing relationships.

• Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth Platform and solutions which includes Private Banking Loans, Deposits and Assets under Management & Administration.
• Individual will be the lead overall strategy of the relationship, serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor).
• Focus on external calling and marketing.
• Ensure weekly CRM / Salesforce accuracy for pipeline / calls.
• Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve as client's primary client advisor while introducing and supporting the team to deliver specific products and solutions. Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities.
• Guide client conversations for life driven wealth management through proactive advice.
• Demonstrate a deep well rounded knowledge of Wealth Advisory solutions including banking products / offerings, asset management, estate and financial planning and capital markets.
• Identify opportunities for relationship expansion across all CIBC lines of business through referral opportunities to the appropriate experts to deliver specialized advice.
• Contribute to the overall CIBC Wealth Management growth through the acquisition of new, high net worth and ultra?high net worth clients who have sophisticated financial needs, including banking, investments, trust, and wealth advisory.
• Develop and maintain personal referral source networks for calling on individuals, families and institutions to build a pipeline of business prospects.
• Understand and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks appropriate resolution
• Invest, mentor and assist in the growth and development of others.
• Work collaboratively with internal partners and external professional advisors in identifying client needs and goals and developing advice?driven solutions for clients.
• Travel to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.
• Promote an environment that supports diversity and reflects the CIBC brand.

Who you are :

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $235,000 - $275,000 for the Newport Beach, CA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com .

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location : CA-520 Newport Center Dr

Employment Type : Regular

Weekly Hours : 40

Skills : Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management, Wealth Management