Relationship Manager - Private Wealth

CIBC US; Houston (TX); On-site; USD 175,000 - 225,000; Full time

Job summary

CIBC US is hiring a Relationship Manager in Houston, TX to grow direct revenue and deepen high-net-worth client relationships through tailored wealth advisory and proactive portfolio management.

You will expand your client base, collaborate across teams, and ensure a high-touch, compliant client experience while delivering tailored investment solutions aligned with client objectives.

Qualifications

• Bachelor's degree required; advanced credentials preferred.
• 5+ years in portfolio or wealth management.
• Strong investment product knowledge and client advisory skills.

Responsibilities

• Manage high-net-worth client relationships and retain revenue growth.
• Expand client base through business development and networking.
• Deliver tailored investment solutions and proactive wealth advisory.
• Collaborate with internal teams to ensure a seamless client experience.
• Ensure compliance and strong risk controls across all activities.

Skills

Relationship Management

Investments

Wealth Advisory

Client Retention

Education

Bachelor's degree

MBA

CFA

CPA

CFP

Job description

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.

To learn more about CIBC, please visit CIBC.com

What You'll Be Doing

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 our organization's strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. You'll leverage your expertise in investment and wealth advisory services to deliver tailored solutions that inspire trust and drive results. Your proactive approach will help deepen relationships, support new business development efforts, and ensure a seamless client experience.

How You'll Succeed

• 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.

Who You Are

• You have a strong educational background. You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
• You have wealth management expertise. You bring 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• You have investment knowledge. You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.
• You're financially savvy. You're skilled in financial analysis and can offer expert advice on complex, high-value relationships.
• You're a relationship builder. You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
• You're a confident communicator. You're comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
• You're service-oriented. You act with professionalism and sound judgment, always keeping the client's success in focus.
• You're risk aware. You maintain a strong understanding of operational, regulatory, and compliance-related requirements.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - 225,000 for the Houston, TX market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component.

CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

This position does not offer visa sponsorship.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
• Subject to plan and program terms and conditions

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

TX-Houston, 11 Greenway Plaza

Employment Type

Regular

Weekly Hours

40

Skills

High Net Worth Individuals, Investments, Relationship Management