Senior Wealth Manager - CIBC FirstCaribbean
CIBC FirstCaribbean is a relationship bank offering a full range of market leading financial services through their Corporate and Investment Banking, Retail and Business Banking and Wealth Management segments. They are located in 15 countries around the Caribbean, providing the banking services that fit our customers’ lives through approximately 3,000 employees in 68 branches and offices.
-Responsible for managing and growing a portfolio of investment products which increase the overall profit contribution to Private Wealth Management.
-Acts as the focal point within the client contact around sales and investment opportunities and establishes client plans and develops sales opportunities in conjunction that effectively and proactively meet clients’ needs.
-Responsible in providing full client services and operational functions for Private Wealth Management, including on-boarding clients and portfolio management.
-Responsible for taking opportunities for increased revenue via growth of transactional products and services such as investment products, electronic banking, trade finance, international wire payments, foreign exchange, drafts and bank accounts.
-Reports to the Director.
-Master’s degree in Business Economics, Business Administration or/and another equivalent field, preferably with CFA/CA education.
-5-7 years of proven experience in Private Wealth Management sector regionally and / or internationally with demonstrated ability to build, grow and maintain client relationships.
-Experience with concepts of personal financial planning and strong knowledge of all banking and investment products & services.
-Excellent product knowledge of all relevant banking / investment products.
-Excellent knowledge of sales management and business development processes.
-Fluent in Dutch and English.
Van Loon Recruitment will exclusively conduct the application procedure. For more information about the position, please contact Omar van Loon (+ 5999-6705899). If you are interested, please send your CV with cover letter to email@example.com before the 22th of August 2022. Confidentiality guaranteed.