Vice President, Institutional Client Servicing - Bilingual
CIBC
Date: 1 day ago
City: Montreal, QC
Contract type: Full time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 CIBC.com
What You’ll Be Doing
CIBC Asset Management Inc. (CAM) provides discretionary and non-discretionary investment management services to institutional clients that include pension funds, endowments and foundations, insurance companies, corporate entities etc. The investment services range from equities (Canadian and non-Canadian), fixed income, private markets, currency, commodities and asset allocation strategies. Some of the offerings are on an active basis while others are managed passively.
Every year, CIBC is recognized for its business successes, community commitment and employee initiatives. We are proud of these successes and are committed to creating an inclusive workplace and an environment where all employees can excel.
Under the direction of the Vice President & Head, Institutional Client Servicing the incumbent is responsible for delivering best-in-class servicing of institutional clients as well as making strong contributions to the firm’s strategic project initiatives and participating in the development and implementation of servicing policies, standards and client servicing strategy. The incumbent will be responsible for identifying and pursuing business development opportunities within their existing client base and the broader institutional market as well as participating in sales presentations with prospective clients and contributing to institutional marketing, RFP and consultant relations efforts.
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 You’ll Succeed
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
Non-Trader-1000 Gauchetière O
Employment Type
Regular
Weekly Hours
37.5
Skills
Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, People Management, Work Collaboratively
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 CIBC.com
What You’ll Be Doing
CIBC Asset Management Inc. (CAM) provides discretionary and non-discretionary investment management services to institutional clients that include pension funds, endowments and foundations, insurance companies, corporate entities etc. The investment services range from equities (Canadian and non-Canadian), fixed income, private markets, currency, commodities and asset allocation strategies. Some of the offerings are on an active basis while others are managed passively.
Every year, CIBC is recognized for its business successes, community commitment and employee initiatives. We are proud of these successes and are committed to creating an inclusive workplace and an environment where all employees can excel.
Under the direction of the Vice President & Head, Institutional Client Servicing the incumbent is responsible for delivering best-in-class servicing of institutional clients as well as making strong contributions to the firm’s strategic project initiatives and participating in the development and implementation of servicing policies, standards and client servicing strategy. The incumbent will be responsible for identifying and pursuing business development opportunities within their existing client base and the broader institutional market as well as participating in sales presentations with prospective clients and contributing to institutional marketing, RFP and consultant relations efforts.
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 You’ll Succeed
- Client engagement - Providing best-in-class direct client servicing to institutional clients and using your knowledge of the Province of Quebec and broader global institutional market to retain and grow client relationships. This includes ad hoc and regular investment review meetings to ensure that the requirements of each client are being met on an ongoing basis. Enhance existing and prospective client relationships through regular informal meetings and touchpoints and as such, regular travel is required. Work collaboratively with the Client Portfolio Management and Portfolio Management teams to effectively understand client objectives and to develop and present advisory solutions.
- Relationship building - Liaise with internal CIBC partners on an ongoing basis to enhance client connectivity. Identifying and implementing strategies to cross-sell institutional strategies to existing and prospective clients. Enhancing our partnership with leading insurance and other Capital Accumulation Plan (DC) platforms through effective and thoughtful engagement on incumbent and potential strategies that meet the needs of plan participants.
- Integrated solutions - Under the supervision of the Vice President & Head, Institutional Client Servicing, the incumbent participates in the development and implementation of client servicing policies and standards. Monitoring of the risk level in the clientele on an ongoing basis and implementation of strategies to address clients at risk. Contributes to marketing, RFP, consultant relations efforts and other institutional projects.
- You’re a certified professional. You have a University degree, preferably in Business, Finance or Actuarial Science. Preferably, you have current accreditation with the CFA Institute along with applicable Securities commission requirements for advising institutional clients.
- You can demonstrate experience in at least two of the following: Institutional Client Servicing, Institutional Sales/Marketing, Portfolio Management, Asset consulting. You have extensive experience in the Province of Quebec institutional market. You can communicate professionally and expertly in writing in both french and English.
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You love to learn. You have strong knowledge and understanding of financial markets and economic matters sufficient to provide explanations to our most sophisticated clients. You work well under pressure and capable of delivering client requirements under strict deadlines.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- You're fluent in French and English to serve our clients in the community.
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
- 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 [email protected]
- 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, French proficiency, 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.
Non-Trader-1000 Gauchetière O
Employment Type
Regular
Weekly Hours
37.5
Skills
Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, People Management, Work Collaboratively
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