Sr. Relationship Manager, Premium Edge

CIBC•Toronto, ON

1d•CA$93,000 - CA$120,000•Hybrid

About The Position

As a Premium Edge Sr. Relationship Manager, you will provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients. The relationships you manage will represent strategic clients of CIBC who have highly sophisticated needs. You will educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging your strong product and market knowledge—without entering into discussions that could influence a client’s decision. You may also handle trade execution requests, maintain critical accuracy and execute orders as per client instruction in accordance with CIRO regulations and CIBC ISI policies and procedures. 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.

Requirements

Current accreditation and good standing of the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing (DFOL) course.
3-4 years of relevant experience in Sales and Relationship Management.
Working knowledge of the markets, including current conditions and trends in the Canadian and U.S. stock and bond markets.
Fluent English required.

Nice To Haves

Additional accreditations (MBA, CFA) considered an asset.
Multi-lingual abilities are an asset.
French, Mandarin, and/or Cantonese fluency is desirable.

Responsibilities

Provide best-in-class service and build long-lasting relationships with high-net-worth, self-directed investing clients.
Educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging strong product and market knowledge.
Handle trade execution requests, maintain critical accuracy and execute orders as per client instruction in accordance with CIRO regulations and CIBC ISI policies and procedures.
Build and maintain a book of more than 200 high-net-worth households, consistently providing personalized service and attention.
Ensure client inquiries are addressed within established timelines.
Handle customer complaints and inquiries with the goal of achieving first-call resolution, or escalate appropriately if required.
Leverage team resources for client administration-related tasks.
Consistently follow up on client requests to ensure a positive resolution and client experience.
Ensure that transaction requests are handled accurately, without errors or violations, and that CRM tools are kept up to date.
Protect client information by properly verifying clients.
Communicate with clients only on CIBC-approved devices.
Demonstrate strong attention to detail to prevent privacy breaches, violations, or errors.
Properly confirm transactions to ensure compliance with CIRO and CIBC standards, as well as our Code of Conduct.