Investment Advisor

US-WI-Milwaukee
3 months ago
ID
2017-4147
# of Openings
1

Overview

CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at cibc.com/US.

 

CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. 

 

CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

 

Every year, CIBC is recognized for its business success, community commitment and employee initiatives.  We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.

 

CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran

 

Responsibilities

This position is responsible for business development activities for new Asset Management clients as well as portfolio management for a large book of trust and investment agency accounts for high net worth client relationships with invest-able assets of $2M - $100M+.  This includes ongoing asset allocation, re-balancing and performance discussions with existing clients as well as supporting new business development opportunities through proposal generation and the implementation of investment recommendations for new clients. 

 

This individual will be responsible for ensuring an excellent client experience, including working with a team of specialists to manage the client relationship.  Retaining and deepening existing client relationships are key to success in this position in addition to successfully contributing to new business opportunities.  The ability to successfully identify and manage compliance and risk management issues is also important.

 

 

 

Qualifications

  • Seven plus years experience in wealth management working with high net worth individuals and families
  • Bachelors Degree required; MBA, JD, CFP, CFTA, CIMA or CFA strongly preferred
  • Good working knowledge of investment management; experience working with high net worth clients. Must have demonstrated track record of successfully selling to high net worth clients
  • Able to work independently as well as in a team environment; ability to build collaborative working relationships with Client Advisors, Trust Officers and Private Bankers
  • Strong client relationship management and sales skills; Ability to communicate sophisticated investment strategies to all levels of clients and prospects
  • Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
  • Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trusts and financial planning
  • Interactive skills in order to understand client needs and take action with the appropriate solutions
  • Proficiency with MS Office and other technical investment-oriented applications

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