Lead Indigenous Trust investment oversight as the Director at CIBC Private Wealth Management. Oversee fiduciary duties, conduct due diligence, and shape investment policies.
The Trust Investment Management & Oversight unit at CIBC Private Wealth Management seeks a Director for Indigenous Trust investment oversight. In this pivotal role, you will collaborate with various stakeholders, ensure compliance with investment policies, and lead comprehensive quarterly reviews. Your expertise will be crucial to maintaining best practices and supporting CIBC Trust’s fiduciary excellence.
Key Responsibilities:
• Lead Indigenous Trust investment oversight activities
• Conduct client due diligence and engagement with stakeholders
• Ensure alignment between investment policies and trust documents
• Oversee investment discussions and negotiate solutions
• Lead quarterly account reviews and compliance assessments
Requirements:
• Degree in Business, Finance, or Economics
• ...