Senior Wealth Relationship Manager

CIBC US; Boston (MA); On-site; USD 175,000 - 240,000; Full time

Benefits offered by this job

Incentive plan

Benefits package

Paid time off

Job summary

CIBC Boston seeks a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships, expanding the business within your portfolio. You will align with sophisticated investment objectives while networking to build the client base, delivering exceptional relationship management.

Work arrangement details, including on-site vs remote mix, will be discussed during interview processes.

Qualifications

• Bachelor’s degree or higher with relevant certifications.
• 15+ years in portfolio/wealth management or related field.
• Strong investment product knowledge and client advisory experience.

Responsibilities

• Manage a high-net-worth client portfolio to retain and grow revenue.
• Acquire new clients through targeted business development and networking.
• Deliver best-in-class service and advice, aligning with client objectives.
• Monitor profitability, control expenses, and uphold compliance.

Skills

Business Development

Client Service

Wealth Management

Investment Advising

People Management

Profitability Management

Risk Management

Relationship Building

Strategic Negotiation

Communication Skills

Education

Bachelor's degree

MBA/CFA/CPA/CFP/JD

Job description

CIBC Boston seeks a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships, expanding the business within your portfolio. You will align with sophisticated investment objectives while networking to build the client base, delivering exceptional relationship management.

Work arrangement details, including on-site vs remote mix, will be discussed during interview processes.