Relationship Manager - Private Wealth

CIBC•Milwaukee, WI

7d•$160,000 - $215,000•Hybrid

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. As a Relationship Manager / Senior 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 the organization’s strategies, while actively building the client base through networking, community involvement, and exceptional relationship management. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
Comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
Strong financial analysis skills to provide expert advice on complex and high-value client relationships.
Excellent relationship building skills.
Confidence in presenting to small or large groups.
Excellent writing skills to craft professional proposals and presentations.
Advanced negotiating and influencing skills.
Professionalism, sound judgment, and a focus on client success.
Thorough understanding of operational, regulatory, and compliance requirements.
Values: trust, teamwork, and accountability.

Nice To Haves

Responsibilities

Manage client relationships - Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
Expand your portfolio - Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.
Drive profitability - Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
Deliver exceptional service - Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
Engage in client events - Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
Collaborate effectively - Build strong internal partnerships to deliver seamless, professional, and timely client service.
Ensure compliance - Implement and maintain effective operational and compliance risk controls.