Senior Wealth Relationship Manager

CIBC; Austin (TX); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Health Savings Account

Life Insurance

Disability insurance

Paid Time Off

401(k)

Job summary

CIBC is seeking a Relationship Manager to grow direct revenue and manage a portfolio of high-net-worth clients in Austin, TX. You will align with clients’ sophisticated financial needs and investment objectives, while expanding the client base through networking and exceptional relationship management.

You will leverage wealth advisory expertise to deliver tailored client solutions, drive profitability, and collaborate with internal teams to ensure compliance and a high-touch service culture.

Qualifications

• Bachelor’s degree required.
• MBA/CFA/CPA/CFP preferred.
• 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Strong investment knowledge for sophisticated, high-net-worth clients.
• Strong financial analysis skills.

Responsibilities

• Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure retention and growth.
• Expand your portfolio: Acquire new clients with complex financial needs through strategic business development.
• Drive profitability: Achieve revenue goals, manage expenses, and monitor profit performance.
• Deliver exceptional service: Provide tailored client solutions through investment and wealth advisory services.
• Engage in client events: Participate in events to deepen relationships and support new business development.
• Collaborate effectively: Partner across internal teams for a seamless client experience.
• Ensure compliance: Maintain strong operational and regulatory controls across activities.

Skills

Relationship management

Investment advisory

Financial analysis

Client development

Communication

Regulatory compliance

Negotiation

Team collaboration

Education

Bachelor's degree

MBA/ CFA/ CPA/ CFP preferred

Job description

CIBC is seeking a Relationship Manager to grow direct revenue and manage a portfolio of high-net-worth clients in Austin, TX. You will align with clients’ sophisticated financial needs and investment objectives, while expanding the client base through networking and exceptional relationship management.

You will leverage wealth advisory expertise to deliver tailored client solutions, drive profitability, and collaborate with internal teams to ensure compliance and a high-touch service culture.