Wealth Advisor — Relationships & Investment Strategy
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-08-21
Listing for:
CIBC
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
CIBC is seeking a relationship-driven wealth management professional to manage and expand a portfolio of clients in London. You will execute investment strategies, develop financial plans, and partner with COIs to grow wealth management opportunities.
The role emphasizes building trust, delivering personalized client service, and driving revenue through referrals and strategic planning. A strong track record in investments and CFP/CIM designations are preferred.
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