Relationship Manager - Private Wealth

CIBC•Birmingham, MI

9d•$130,000 - $165,000

About The Position

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 As a Relationship Manager within CIBC’s Private Wealth organization, you’ll work collaboratively with a Senior Relationship Manager to support a book of business, focusing on retaining and deepening high-net-worth client relationships. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategy—contributing to business growth through networking, community involvement, and exceptional relationship management alongside your team. At CIBC, we enable the work environment most optimal for you to thrive in your role based on business need. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Educational background: You hold a bachelor’s degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
Wealth management expertise: You bring 6-8 years of experience in portfolio management, wealth management, personal tax, or financial planning.
Investment knowledge: You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.
Trust & Estate knowledge: Experience working Trust accounts and familiarity with estate planning
Financially savvy: You’re skilled in financial analysis and can offer expert advice on complex, high-value relationships.
Relationship builder: You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
Confident communicator: You’re comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
Strategic negotiator: You use advanced negotiation and influencing skills to identify and pursue new business opportunities.
Service-oriented: You act with professionalism and sound judgment, always keeping the client’s success in focus.
Risk aware: You maintain a strong understanding of operational, regulatory, and compliance-related requirements.
A proven track record of managing high-net-worth client relationships
Expertise in investment and wealth advisory services
A collaborative mindset to deliver seamless client service
Strong financial acumen and relationship management skills to develop and execute customized client solutions

Responsibilities

Manage client relationships: Support the management of a shared portfolio of high-net-worth clients alongside a Senior Relationship Manager, ensuring strong retention and ongoing business growth while aligning with investment objectives and firm policies.
Expand the team’s portfolio: Contribute to acquiring new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers and your team.
Drive profitability: Support the achievement of revenue goals, assist in managing expenses, and monitor overall profit performance, taking timely action as part of the team when needed.
Deliver exceptional service: Help foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions in collaboration with the team.
Engage in client events: Participate in client events to deepen relationships and support new business development efforts as part of a coordinated team approach.
Collaborate effectively: Partner across internal teams to provide a seamless, professional, and timely client experience, working closely with colleagues and leaders.
Ensure compliance: Support the implementation and maintenance of strong operational and compliance risk controls across all activities, in line with team and organizational standards.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $130,000 - 165,000 for the Birmingham, MI market based on experience, qualifications, and location of the position.
The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
Candidates hired to work in other locations will be subject to the pay range associated with that location.
Additional total compensation and benefits details will be provided during the hiring process.
At CIBC, your goals are a priority.
We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, 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.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Subject to plan and program terms and conditions