Sr. Relationship Manager

CIBC • Alberta VIRTUAL, AB

2d • Remote

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 generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and by closing sales opportunities referred to you. 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. 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.
• Ability to identify and strengthen key internal partnerships.
• 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.
• Generate leads and build your own book of business through proactive outbound initiatives, presentations, networking, and by closing sales opportunities referred to you.
• Educate clients in a professional manner, explaining relevant trading policies and procedures as required, leveraging your strong product and market knowledge.
• Build and maintain a book of more than 200 high-net-worth households, consistently providing personalized service and attention.
• Ensure that client inquiries are addressed within established timelines.
• Actively close leads sourced from partners, ensuring that all opportunities are efficiently converted into new business.
• Pursue and cultivate referral opportunities from new and existing clients through proactive client and partner engagement, in-person meetings, presentations, and events.
• 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.

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program.
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed