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CIBC Business Development Officer in Houston, Texas

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 (https://www.cibc.com/en/about-cibc.html)

The Business Development Officer is responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. The Business Development Officer works closely with Relationship Managers, Investment and Wealth Specialists and other sales professionals to orchestrate activities to achieve business development strategies. This position also takes a lead role in promotional events and seminars with existing clients, prospects and intermediaries.

Key Accountabilities:

  • Contribute to the growth of new revenues through the acquisition of new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. This includes establishing a high and positive profile within the market.

  • Manage select client relationships to maximize retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization.

  • In partnership with Relationship Managers, Investment and Wealth Specialists and other sales professionals deliver against the national sales strategies.

  • Develop a personal referral source networks (attorney, accountant, banker, etc.), calling on individuals and institutions to build pipeline of business prospects.

  • Responsible for developing relationships and opportunities with existing channel relationships.

  • Identify areas to build strategic relationships, and create and facilitate forums such as promotional events, seminars and meetings to develop new alliances and formal networks.

  • Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely.

Qualifications:

  • Bachelor’s degree and/or MBA, CFP, CFA, JD, CTFA, CPA

  • 10+ years of experience in wealth management or a closely related field

  • Extensive knowledge of investment strategy, trust administration and wealth management solutions

  • Highly dynamic sales professional with a successful track record of business development and relationship management experience

  • Proven ability to effectively raise assets

  • Exceptional verbal and written communication skills

  • Excellent presentation skills in both one-on-one and group settings

  • Proven ability to successfully market and present to sophisticated client

  • Delivery style reflecting an entrepreneurial spirit and a passion for growth

California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)

What CIBC Offers

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*, 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

What you need to know

  • 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 Mailbox.careers-carrieres@cibc.com

  • 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.

Job Location

TX-11 Greenway Plaza

Employment Type

Regular

Weekly Hours

40

Skills

Business Development, Client Relationship Management, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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