● 招聘公司:CIBC
● 公司简介:加拿大帝国商业银行(Canadian Imperial Bank of Commerce)是由加拿大商业银行(1867年成立)与加拿大帝国银行(1875年成立)于1961年合并而成。
● 招聘职位:客户投资组合经理,多重资产 ● 职位性质:全职 ● 职位薪酬:$90,000+
● 工作内容: - 继续商业化的多资产和货币业务,帮助执行战略增长计划,符合CIBC AM的企业战略。
- 作为面向客户的投资组合经理——与客户、潜在客户和顾问合作,与项目经理和产品开发团队一起帮助构建客户投资解决方案。
- 作为面向客户的投资组合经理——负责与客户、顾问、潜在客户、媒体和市场有效沟通投资组合策略、投资组合定位和投资组合变更。
- 担任CIBC AM的主题专家(SME),负责多资产和货币RFP的技术内容。
- 负责全面了解替代资产类别和策略的竞争情况,包括:竞争对手解决方案、投资工具和费用。
- 负责多资产、货币知识资本的维护和生产
- 成功的候选人将是一个知识渊博和富有激情的管事部多资产和货币业务团队成员,帮助与当前和未来的客户和顾问建立伙伴关系。
- 执行最佳的客户服务和销售流程、内容和沟通实践,以动态地建立我们作为思想领袖的特许经营声誉,并扩大我们在多资产和货币管理方面的足迹。
- 以包容的团队导向和对客户开发、服务和顾问关系的实际操作方法,在各个层次的细节上,通过卓越激励同事。
- 在CIBC AM全国各地的办公室工作,定期拜访客户和潜在客户。
- 成为高效、以客户为中心的企业文化的一部分。
● Responsibilities: - Continued commercialization of the Multi-Asset and Currency business, helping execute the strategic growth plan, in alignment with CIBC AM’s corporate strategy.
- Act as the client-facing portfolio manager – collaboratively work with clients, prospective clients and advisors to help build client investment solutions, in conjunction with PM&R and Product Development teams.
- Act as the client-facing portfolio manager - responsible for effective communication of portfolio investment strategy, portfolio positioning and portfolio changes to clients, advisors, prospects, media and marketplace.
- Act as CIBC AM’s Subject Matter Expert (SME) for technical content for Multi-Asset and Currency RFP’s.
- Responsible for comprehensive intelligence of competitive landscape of alternative asset classes and strategies, including: competitor solutions, investment vehicles and fees.
- Responsible for maintenance and production of intellectual capital for Multi-Asset and Currency
- The successful candidate will be a highly knowledgeable and stimulating member of a team stewarding the Multi-Asset and Currency business, helping to forge partnerships with current and future clients and advisors.
- Execute client servicing and sales processes, content, and communications practices that are best-in-class to dynamically build our franchise reputation as thought leaders and expand our footprint in Multi-Asset and Currency management.
- Inspire colleagues through excellence with an inclusive team orientation and hands-on approach to client development and servicing and advisor relations, at all levels of detail.
- Be present in CIBC AM’s offices across the country, with regular travel to clients and prospects.
- Be part of a high-performance, client-focused culture.
● 职位要求: - 丰富的经验和对替代资产类别和策略的深刻理解。
- 拥有业务开发领导和管理经验(资产)。
- 有向客户展示产品的经验,在销售过程中,以及为客户、顾问和潜在客户提供高性能内容和沟通的经验。
- 有商业金融或经济学的学位。研究生学历优先。
- 您目前拥有特许金融分析师(CFA)和特许另类投资分析师(CAIA)认证。安大略省证券委员会(OSC)的注册是一项资产。
● Requirements: - You have demonstrated experience and a deep understanding of alternative asset classes and strategies.
- You have business development leadership and management experience (asset).
- You have experience presenting to clients, in sales processes, and with high performance content and communication for clients, advisors, and prospects.
- You have a degree in business finance and/or economics. Graduate degree is desired.
- You are a certified professional. You have current accreditation and good standing Chartered Financial Analyst (CFA) designation (strongly preferred) and or the Chartered Alternative Investment Analyst (CAIA) designation. Ontario Securities Commission (OSC) registration is an asset.
- Bilingual (asset).
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