Elevate your career with CIBC as a Premium Edge Senior Relationship Manager in Toronto. Cultivate relationships with high-net-worth clients while providing exceptional service and expertise.
In this pivotal role, you will manage important relationships, ensuring personalized service for over 200 high-net-worth households. Your responsibilities include educating clients on trading policies, executing orders accurately, and maintaining high standards of quality assurance. Leveraging your knowledge of investment markets and commitment to client satisfaction is key for long-term success.
Key Responsibilities:
• Manage a book of over 200 high-net-worth clients
• Educate clients on trading policies and procedures
• Handle trade execution requests accurately and professionally
• Maintain CRM tools with up-to-date client information
• Address client inquiries and ensure resolution
Requirements:
• 3-4 years in Sales and Relationship Management
• Current accreditati...