Private Wealth Business Development Officer
Private Wealth Business Development Officer
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.
At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC please visit
What youll be doing
As a Private Wealth Business Development Officer (BDO) you are responsible for the creation of new business with high net worth individuals family offices endowments and foundations. You will work closely with Relationship Managers Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development addition you will take a lead role in promotional events and seminars with existing clients prospects and intermediaries.
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.
How youll succeed
Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs are people of influence or who require complex financial solutions through appropriate business development activities. This includes establishing a high and positive profile within the market.
Manage select client relationships to maximize retention and grow the business in accordance with the investment objectives of the individual clients and the investment policies and strategies of the organization.
In partnership with Relationship Managers Investment and Wealth Specialists and other sales professionals deliver against the national sales strategies.
Develop personal referral source networks (attorney accountant banker etc.) calling on individuals and institutions to build pipeline of business prospects.
Responsible for developing relationships and opportunities with existing channel relationships.
Identify areas to build strategic relationships and create and facilitate forums such as promotional events seminars and meetings to develop new alliances and formal networks to grow CIBCs presence in the wealth management space.
Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional seamless and timely.
Who you are
Bachelors degree and/or MBA CFP CFA JD CTFA CPA
10 years of experience in wealth management or a closely related field
Extensive knowledge of investment strategy trust administration and wealth management solutions
Highly dynamic sales professional with a successful track record of business development and relationship management experience
Proven ability to effectively raise assets
Exceptional verbal and written communication skills
Excellent presentation skills in both one-on-one and group settings
Proven ability to successfully market and present to sophisticated client
Delivery style reflecting an entrepreneurial spirit and a passion for growth
California residents your privacy rights regarding your actual or prospective employment
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $125000 - $150000 for the Houston TX market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees needs; including Medical Dental Vision Health Savings Account Life Insurance Disability and Other Insurance Plans Paid Time Off (including Sick Leave Parental Leave and Vacation) Holidays and 401(k) in addition to other special perks reserved for our team members.
At CIBC your goals are a priority. We start with your strengths ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact
You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.
Expected End Date
Job Location
TX-11 Greenway PlazaEmployment Type
RegularWeekly Hours
40Skills
Business DevelopmentRequired Experience:
Unclear Seniority
Employment Type
Full-Time
