Senior Private Wealth Relationship Manager

CIBC US; Milwaukee (WI); Hybrid; USD 160,000 - 215,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

401(k) plan

Wellbeing support

Job summary

CIBC US in Milwaukee is seeking a Relationship Manager / Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align with clients' sophisticated financial needs and objectives, while actively building the client base through networking and exceptional relationship management.

The role emphasizes profitability, compliance, and service excellence; interview will discuss on-site and remote/work

Qualifications

• Bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• 10–15+ years of wealth management experience for high-net-worth clients.
• Strong financial analysis skills and ability to advise on complex client relationships.
• Excellent written and verbal communication; persuasive client proposals.
• Strategic negotiator with ability to identify business development opportunities.

Responsibilities

• Manage client relationships and portfolios to drive retention and growth.
• Acquire new high-net-worth clients through business development activities.
• Drive profitability by achieving revenue goals and monitoring expenses.
• Deliver best-in-class relationship management with investment and wealth advisory services.
• Engage in client events and collaborate with internal partners to ensure seamless service.

Skills

Relationship management

Portfolio management

Wealth advisory

Client development

Education

Bachelor's degree or advanced certifications

Job description

CIBC US in Milwaukee is seeking a Relationship Manager / Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align with clients' sophisticated financial needs and objectives, while actively building the client base through networking and exceptional relationship management.

The role emphasizes profitability, compliance, and service excellence; interview will discuss on-site and remote/work