The Senior Private Banker at CIBC is responsible for cultivating and managing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This involves providing tailored banking and lending solutions, overseeing a client portfolio, ensuring strong sales performance, and adhering to risk standards. The role requires collaboration with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and deliver a comprehensive range of financial services, ultimately driving profitable growth and enhancing team performance.
Cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships.,Provide tailored banking and lending solutions.,Oversee a portfolio of relationships, ensuring strong sales execution and adherence to risk standards.,Collaborate closely with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and deliver a full range of financial services.,Lead and manage complex lending and deposit relationships for HNW and UHNW clients.,Serve as a trusted advisor, actively identifying opportunities to offer customized lending, deposit, and wealth management solutions.,Oversee portfolio reviews, past-due remediation, risk rating accuracy, and timely renewals.,Facilitate credit and underwriting processes with Underwriting, Group Portfolio Managers, and Credit Risk Management to structure deals.,Ensure Salesforce activity is up to date, tracking client interactions, opportunities, and referrals.,Represent CIBC Private Wealth Management by engaging in local industry events and building new client relationships.,Must be legally eligible to work at the specified location.
7–10 years of experience managing lending and deposit relationships for HNW and UHNW clients.,Bachelor’s degree in Business, Finance, Accounting, Real Estate, or Economics (preferred).,Deep credit knowledge, experience working with investment portfolios, and an understanding of trust solutions.,Formally trained in credit or equivalent experience to support complex credit structuring.,Experience advising business owners and corporate executives in Middle Market, Large Corporate, and/or Private Wealth (highly desired).
Bachelor's Degree (preferred)
40 hours/week
Must be legally eligible to work at the location(s) specified.
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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