Client Associate

Canadian Imperial Bank of Commerce; England; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial institution in the United Kingdom is seeking a motivated professional to enhance client relationships and support business development efforts. The ideal candidate will have current accreditation in Canadian financial courses and relevant industry experience. Responsibilities include engaging clients, building trust, and identifying new business opportunities. This role offers a competitive compensation package and supports a diverse and inclusive work environment.

Benefits

Competitive compensation

Banking benefits

Employee assistance programs

Qualifications

• Current accreditation and good standing in CSC, CPH, and IR licensing required.
• Experience in the Financial Services or Brokerage industry needed.
• Knowledge of quotation equipment is essential.

Responsibilities

• Develop and deepen client relationships.
• Identify business opportunities to support investment advisor activities.
• Promote CIBC brand awareness in community events.

Skills

Client relationship management

Business development

Critical thinking

Education

Canadian Securities Course (CSC)

Conduct & Practice Handbook (CPH)

Investment Representative (IR) licensing

Job description

* **Client Engagement -** Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.* **Business Development** – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client’s profile, goals, and risk/reward tolerance.* **Relationship Building -** Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.* **You put our clients first.** You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.* **You're** **driven to succeed.** You are motivated by accomplishing your goals and delivering your best to make an impact.* **You engage with your heart and mind**. You care about people and understand different perspectives. You listen and learn from the experiences of others.* **You understand that success is in the details.** You notice things that others don’t. Your critical thinking skills help to inform your decision making.* **You’re** **a certified professional.** You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.* **Values matter to you**. You bring your real self to work, and you live our values - trust, teamwork, and accountability.* We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit\*, wellbeing support and additional offers such as employee and family assistance programs 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.* 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 [e-mail]* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* 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 test (such as simulation, coding, French proficiency).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.