Senior Relationship Manager
CIBC • Atlanta, GA7d • Hybrid
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Senior Relationship Manager
CIBC•Atlanta, GA
•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 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
- Hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
- Bring 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
- Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.
- Excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs.
- Thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations.
- Leverage advanced negotiating and influencing skills to identify opportunities for business development.
- Operate with professionalism, sound judgment, and a focus on client success.
- Maintain a thorough understanding of operational, regulatory, and compliance requirements.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability
- A proven track record of managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services.
- A collaborative approach to ensure seamless client service.
- Strong financial acumen and relationship management skills to deliver tailored solutions for clients.
- Business Development
- Client Service
- Customer Experience (CX)
- Ensure Compliance
- Group Problem Solving
- Investment Advising
- People Management
- Profitability Management
- Risk Management and Mitigation
- Wealth Management
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.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
- Holidays
- 401(k)
- incentive pay
- banking benefits
- a benefits program
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
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