Senior Wealth Relationship Manager

CIBC; Houston (TX); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Health Savings Account

Life Insurance

Disability

Other Insurance Plans

Paid Time Off (including Sick Leave, P

Holidays

401(k)

Other special perks reserved for our

Job summary

CIBC in Houston is seeking a Relationship Manager to grow direct revenue and deepen relationships with high-net-worth clients. You will align investment objectives with firm strategy, expand your client base through networking and events, and deliver tailored wealth advisory solutions with a high-touch service approach.

You will work with internal teams to ensure seamless client experiences, uphold regulatory and operational controls, and contribute to achieving revenue targets while managing

Qualifications

• Bachelor's degree required. Advanced certifications (MBA, CFA, CPA, CFP) preferred.

Responsibilities

• Manage a portfolio of high-net-worth clients to ensure retention and growth.
• Acquire new clients with complex financial needs through targeted business development.
• Drive profitability by achieving revenue goals and monitoring expenses.

Skills

High Net Worth Clients

Investments

Relationship Management

Education

Bachelor's degree

MBA / CFA / CPA / CFP (preferred)

Job description

CIBC in Houston is seeking a Relationship Manager to grow direct revenue and deepen relationships with high-net-worth clients. You will align investment objectives with firm strategy, expand your client base through networking and events, and deliver tailored wealth advisory solutions with a high-touch service approach.

You will work with internal teams to ensure seamless client experiences, uphold regulatory and operational controls, and contribute to achieving revenue targets while managing