Description
Elevate estate planning solutions at CIBC Private Wealth as a Senior Trust & Estate Consultant. Utilize your business development acumen to enhance service delivery for clients in your region.
This key role focuses on fostering relationships and driving business growth for estate and trust solutions. Ideal candidates will possess over five years of experience and a robust understanding of trust laws and regulations, empowering them to offer comprehensive solutions. Collaborate closely with partners to ensure clients receive best-in-class service and support.
Key Responsibilities:
• Meet sales targets through proactive business development
• Establish strong networks with industry influencers
• Provide tailored Trust & Estate solutions to clients
• Conduct seminars and training for partners
• Deliver timely reporting on business activities
Requirements:
• 5+ years of industry experience in estate and trust
...
This key role focuses on fostering relationships and driving business growth for estate and trust solutions. Ideal candidates will possess over five years of experience and a robust understanding of trust laws and regulations, empowering them to offer comprehensive solutions. Collaborate closely with partners to ensure clients receive best-in-class service and support.
Key Responsibilities:
• Meet sales targets through proactive business development
• Establish strong networks with industry influencers
• Provide tailored Trust & Estate solutions to clients
• Conduct seminars and training for partners
• Deliver timely reporting on business activities
Requirements:
• 5+ years of industry experience in estate and trust
...
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