Relationship Manager - Private Wealth

CIBC•Austin, TX

5d•Onsite

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, 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 strategy—while actively growing your client base through networking, community involvement, and exceptional relationship management.

Requirements

You hold a bachelor’s degree (required)
You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.
You’re skilled in financial analysis and can offer expert advice on complex, high-value relationships.
You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
You’re comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
You use advanced negotiation and influencing skills to identify and pursue new business opportunities.
You act with professionalism and sound judgment, always keeping the client’s success in focus.
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

Nice To Haves

advanced certifications such as MBA, CFA, CPA, or CFP are preferred.

Responsibilities

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 relationships and support new business development efforts.
Collaborate effectively: Partner across internal teams to provide a seamless, professional, and timely client experience.
Ensure compliance: Implement and maintain strong operational and compliance risk controls across all activities.