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Senior Relationship Manager at CIBC - ApplyBlast

Senior Relationship Manager

CIBC

3 months ago

4.3 on Glassdoor

Palm Beach, FL

Hybrid

Full Time

Senior

0 applicants

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About this role

A Senior Relationship Manager at CIBC focuses on growing direct revenue and retaining high-net-worth client relationships within a sophisticated financial portfolio. The role involves aligning with clients' investment objectives, driving profitability, and delivering exceptional service through expert wealth advisory and strategic business development.

Responsibilities

Manage a portfolio of high-net-worth clients to ensure retention and growth
Acquire new clients with complex financial needs through targeted business development
Achieve revenue goals and monitor profit performance for the assigned portfolio
Provide expert advice on investment products and strategies for sophisticated clients
Implement operational and compliance risk controls to maintain regulatory standards

Skills

Qualifications

Bachelor's degreeMBACFACPACFP

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

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CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.