Investment Counsellor for High-Net-Worth Clients
CIBC • vancouver, Canada
Role Description
Advance your career with CIBC as a Private Investment Counsellor in Vancouver, focusing on high-net-worth clients by providing tailored investment solutions and exceptional service.
In this role, you will be responsible for managing relationships with affluent clients, assessing their financial needs and risk tolerance. You’ll employ your sales and investment expertise to devise strategies that maintain and grow client portfolios while supporting their financial objectives. The position requires strong communication and analytical skills to adapt to market changes effectively.
Key Responsibilities:
• Manage relationships and portfolios for high-net-worth clients
• Conduct regular analyses to optimize client investment strategies
• Drive business development to acquire new clients and consolidate assets
• Collaborate with CIBC partners to deliver personalized services
• Stay updated on market trends to inform client recommendations
Requirements:
• Bachelor’s d...
In this role, you will be responsible for managing relationships with affluent clients, assessing their financial needs and risk tolerance. You’ll employ your sales and investment expertise to devise strategies that maintain and grow client portfolios while supporting their financial objectives. The position requires strong communication and analytical skills to adapt to market changes effectively.
Key Responsibilities:
• Manage relationships and portfolios for high-net-worth clients
• Conduct regular analyses to optimize client investment strategies
• Drive business development to acquire new clients and consolidate assets
• Collaborate with CIBC partners to deliver personalized services
• Stay updated on market trends to inform client recommendations
Requirements:
• Bachelor’s d...