Relationship Manager - Private Wealth

CIBC•Austin, TX

1d•$150,000 - $175,000•Onsite

About The Position

The Relationship Manager focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding business within a portfolio. The role aligns client financial needs and investment objectives with the organization’s strategy, while growing the client base through networking, community involvement, and relationship management. The role oversees a portfolio of high-net-worth clients, develops new business, drives profitability, delivers tailored investment and wealth advisory services, participates in client events, collaborates with internal teams, and maintains operational and compliance risk controls. The position is based in Austin, Texas, and is listed as regular employment with 40 weekly hours. The role does not offer visa sponsorship.

Requirements

Bachelor’s degree.
At least 8 years of experience in portfolio management, wealth management, personal tax, or financial planning.
Strong understanding of investment products and strategies for sophisticated, high-net-worth clients.
Financial analysis skills and ability to advise on complex, high-value relationships.
Proven track record managing high-net-worth client relationships.
Expertise in investment and wealth advisory services.
Strong relationship management and financial acumen to develop and execute customized client solutions.
Excellent written communication skills for professional proposals and presentations.
Ability to present to small and large audiences.
Advanced negotiation and influencing skills to identify and pursue new business opportunities.
Professionalism, sound judgment, and a client-focused approach.
Understanding of operational, regulatory, and compliance requirements.
Collaborative mindset for delivering seamless client service.

Nice To Haves

Advanced certification such as an MBA, CFA, CPA, or CFP.

Responsibilities

Manage a portfolio of high-net-worth clients to support retention and business growth while aligning with investment objectives and firm policies.
Acquire new clients with complex financial needs through business development activities and collaboration with Business Development Officers.
Achieve revenue goals, manage expenses, monitor profit performance, and take timely action when needed.
Provide high-touch service and tailored client solutions using investment and wealth advisory expertise.
Participate in client events to deepen relationships and support new business development.
Collaborate with internal teams to provide a seamless, professional, and timely client experience.
Implement and maintain operational and compliance risk controls.
Grow the client base through networking, community involvement, and relationship management.