Senior Wealth Relationship Manager

CIBC US

Austin (TX)

On-site

USD 150,000 - 175,000

Full time

2 days ago

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Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition program

Job summary

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

The role requires a bachelor's degree and 8+ years in wealth management, with MBA/CFA/CPA/CFP preferred.

Qualifications

Educational background: bachelor's degree required, advanced certifications preferred (MBA, CFA, CPA, CFP).
Wealth management expertise: 8+ years in portfolio management, wealth management, personal tax, or financial planning.
Investment knowledge: strong understanding of investment products and strategies for sophisticated clients.
Financially savvy: skilled in financial analysis and providing expert advice on high-value relationships.
Relationship builder: proven ability to cultivate lasting client relationships and deliver tailored recommendations.

Responsibilities

Manage client relationships across a portfolio of high-net-worth clients with retention and growth focus.
Expand portfolio by acquiring new clients with complex financial needs.
Drive profitability by achieving revenue goals and controlling expenses.
Deliver exceptional service with high-touch wealth advisory solutions.
Collaborate across internal teams to provide seamless client experience while ensuring compliance.