Relationship Manager - Private Wealth

CIBC•Houston, TX

1d•$175,000 - $225,000

About The Position

As a Relationship Manager in Private Wealth at CIBC, you will grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align service and advice with clients’ sophisticated financial needs and investment objectives, while supporting the organization’s strategy. The role includes growing your client base through networking, community involvement, business development, and exceptional relationship management. You will use expertise in investment and wealth advisory services to deliver tailored solutions, deepen relationships, support new business development, and provide a seamless client experience. The position is based at 11 Greenway Plaza in Houston, Texas, and has a 40-hour workweek. The stated expected salary range for the Houston market is $175,000–$225,000, based on experience, qualifications, and location. The successful candidate may be eligible for the applicable business unit incentive compensation plan, which may include a discretionary bonus. The position does not offer visa sponsorship.

Requirements

Bachelor’s degree required.
At least 5 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.
Skill in financial analysis and ability to advise on complex, high-value relationships.
Ability to cultivate lasting client relationships and deliver tailored recommendations.
Comfort presenting to small and large audiences, with excellent written skills for professional proposals and presentations.
Professionalism and sound judgment, with a client-focused approach.
Strong understanding of operational, regulatory, and compliance requirements.
Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

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 strategic business development and collaboration with Business Development Officers.
Achieve revenue goals, manage expenses, and monitor profitability, taking timely action when needed.
Deliver tailored solutions and high-touch service using investment and wealth advisory expertise.
Participate in client events to deepen relationships and support business development.
Partner with internal teams to provide a seamless, professional, and timely client experience.
Implement and maintain operational and compliance risk controls.