Senior Wealth Relationship Leader

CIBC; Dallas (TX); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) plan

Job summary

CIBC in Dallas, TX is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will align with clients’ sophisticated financial needs and investment objectives, expanding the client base through networking and exceptional service.

Details on work arrangement will be discussed at interview. You will lead with integrity, collaborate across teams, and ensure compliance while driving profitability and client satisfaction in a dynamic wealth

Qualifications

• Bachelor's degree or advanced certifications (MBA, CFA, CPA, CFP, JD) required or preferred.
• Extensive wealth management or portfolio management experience with high-net-worth clients.
• Strong investment knowledge and ability to tailor solutions for complex needs.

Responsibilities

• Manage client relationships and portfolio to ensure retention and growth.
• Acquire new high-net-worth clients through development activities.
• Drive profitability by meeting revenue goals and controlling expenses.
• Deliver best-in-class relationship management and advisory services.
• Engage in client events to strengthen business development.
• Collaborate with internal teams to ensure seamless client service.
• Maintain compliance with regulatory requirements and risk controls.

Skills

Portfolio management

Wealth management

Client relationship

Investment knowledge

Financial analysis

Communication skills

Negotiation

Compliance awareness

Risk awareness

Education

Bachelor's degree

MBA

CFA

CPA

CFP

JD

Job description

CIBC in Dallas, TX is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will align with clients’ sophisticated financial needs and investment objectives, expanding the client base through networking and exceptional service.

Details on work arrangement will be discussed at interview. You will lead with integrity, collaborate across teams, and ensure compliance while driving profitability and client satisfaction in a dynamic wealth