Relationship Manager - Private Wealth

CIBC Private Wealth Advisors, Inc.; Milwaukee (WI); Hybride; USD 160 000 - 215 000; Plein temps

Avantages offerts par ce poste

Medical, Dental, Vision insurance

401(k) plan

Paid time off

Résumé du poste

CIBC in Milwaukee seeks a seasoned Relationship Manager to grow revenue, retain high-net-worth clients, and expand business within a sophisticated portfolio. You will align with client objectives and leverage wealth advisory services to deliver best-in-class service.

This role offers a strong compensation package with benefits, incentive opportunities, and a supportive, collaborative environment. On-site and hybrid options will be discussed during interview.

Qualifications

• Bachelor’s degree or higher in a related field.
• 10–15+ years in portfolio or wealth management.
• Strong communication and presentation skills.
• Ability to network and build high-net-worth relationships.

Responsabilités

• Grow revenue and client base through strategic relationship management.
• Retain high-net-worth clients and expand within portfolios.
• Ensure compliance and risk controls.
• Collaborate with internal partners to deliver service.

Connaissances

Relationship management

Business development

Client advisory

Wealth management

Formation

Bachelor's degree

MBA or CFA/CPA/CFP/JD

Description du poste

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 / 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.

How you’ll succeed

• 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.

Who you are

You have an educational background, holding a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD. You bring wealth management expertise, with 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. You demonstrate financial savvy, using strong financial analysis skills to provide expert advice on complex and high-value client relationships, and excel as a relationship builder by making persuasive recommendations tailored to client needs. You communicate with confidence, thriving in presenting to small or large groups and using excellent writing skills to craft professional proposals and presentations. You are a strategic negotiator, leveraging advanced negotiating and influencing skills to identify opportunities for business development. You are service-oriented, operating with professionalism, sound judgment, and a focus on client success, while maintaining a thorough understanding of operational, regulatory, and compliance requirements. Values matter to you.

Values matter to you

You bring your real self to work and you live our values — trust, teamwork, and accountability.

At CIBC Offers

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $160,000 - $215,000 for the Milwaukee, WI 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. #LI-TA

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

WI-Milwaukee, 743 N Water St Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.