Lead CIBC''s Family Office in Canada as a Managing Director. Oversee high-profile UHNW client relationships and provide exceptional financial advisory services across Canada. CIBC seeks a Managing Director to set strategic vision and manage the Family Office encompassing various financial services for Ultra-High Net Worth clients. This senior leadership position requires extensive experience in UHNW wealth management, channel oversight, and exquisite client care. Your role involves collaborating with internal and external experts to deliver tailored advisory services, enhance sales capabilities, and ensure a seamless client experience. Key Responsibilities: Lead the CIBC Family Office, defining strategy and operating models Oversee a portfolio of 2550 UHNW relationships for exceptional service Coordinate seamless family office services including tax strategies Build and develop a high-performing Regional Heads team across Canada Ensure strict governance and compliance across all offerings Requirements: Bachelors degree; MBA preferred 10+ years in UHNW wealth management or private banking Proven ability in managing executive-level relationships Strong knowledge of Canadian wealth planning topics Excellent judgment and discretion in client interactions Shape the future of wealth management at CIBC by leveraging your expertise and leadership in the Family Office sector. #J-18808-Ljbffr
Job Title
Managing Director Family Office CIBC