Associate Managing Director - Sr. Portfolio Manager

2 days ago

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Logo of CIBC US

CIBC US

Commercial Banking β€’ Personal Banking β€’ Private Wealth β€’ Small Business

1001 - 5000 employees

Description

β€’ Responsible for underwriting and portfolio management. β€’ Serve as the primary contact/resource for clients. β€’ Active engagement in client calls and visits. β€’ Coordinate client onboarding and loan closing process. β€’ Mentor and train team members.

Requirements

β€’ Business Development β€’ Client Service β€’ Competitive Intelligence (CI) β€’ Customer Retentions β€’ Ensure Compliance β€’ Investment Research β€’ Portfolio Management β€’ Relationship Management

Benefits

β€’ Medical β€’ Dental β€’ Vision β€’ Health Savings Account β€’ Life Insurance β€’ Disability β€’ Other Insurance Plans β€’ Paid Time Off (including Sick Leave, Parental Leave and Vacation) β€’ Holidays β€’ 401(k)

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