CIBC

RelationshipManager-PrivateWealth

$175–225k Houston, Texas, United States; Pensacola, Florida, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Relationship Manager - Private Wealth at CIBC. Skills: Relationship Management, High Net Worth Individuals, Investments. growing direct revenue. retaining high-net-worth client relationships”

What You'll Achieve.

growing direct revenue; retaining high-net-worth client relationships; expanding business within your portfolio; Achieve revenue goals; manage expenses; monitor overall profit performance

Industry & Context.

Problems you'll solve

financially savvy; skilled in financial analysis; offer expert advice on complex, high-value relationships

Eligibility Requirements

legally eligible to work at the location(s) specified above, where applicable, must have a valid work or study permit, may be asked to complete an attribute-based assessment and other skills tests

What They're Looking For.

Must Have

bachelor's degree, 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning, understanding of investment products and strategies designed for sophisticated, high-net-worth clients, skilled in financial analysis, excel at cultivating lasting client relationships, excellent written skills for crafting professional proposals and presentations, act with professionalism and sound judgment, maintain a understanding of operational, regulatory, and compliance-related requirements

Nice to Have

advanced certifications such as MBA, CFA, CPA, or CFP

What You'll Do.

growing direct revenue

retaining high-net-worth client relationships

expanding business within your portfolio

align with clients' sophisticated financial needs

investment objectives

and our organization's strategy

actively growing your client base through networking

community involvement

and exceptional relationship management

deliver tailored solutions that inspire trust and drive results

support new business development efforts

ensure a seamless client experience

Manage client relationships

Acquire new clients with complex financial needs

Deliver exceptional service

Engage in client events

How You'll Work.

Team & Collaboration

close collaboration with Business Development Officers; Partner across internal teams to provide a seamless, professional, and timely client experience

Communication Scope

confident communicator; presenting to both small groups and large audiences; excellent written skills for crafting professional proposals and presentations

Full Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) ** _What you 'll be doing_** As a **Relationship Manager** , you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and our organization's strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. You'll leverage your expertise in investment and wealth advisory services to deliver tailored solutions that inspire trust and drive results. Your proactive approach will help deepen relationships, support new business development efforts, and ensure a seamless client experience. **_How you 'll succeed_** * **Manage client relationships** – Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. * **Expand your portfolio** – Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers. * **Drive profitability** – Achieve revenue goals, manage expenses, and monitor overall profit performance, taking timely action when needed. * **Deliver exceptional service** – Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. * **Engage in client events** – Participate in client events to deepen relat

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