Senior Wealth Relationship Manager

CIBC; Milwaukee (WI); Hybrid; USD 160,000 - 215,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k) plan

Paid time off

Job summary

CIBC in Milwaukee seeks a seasoned Relationship Manager to grow revenue, retain high-net-worth clients, and expand business within a sophisticated portfolio. You will align with client objectives and leverage wealth advisory services to deliver best-in-class service.

This role offers a strong compensation package with benefits, incentive opportunities, and a supportive, collaborative environment. On-site and hybrid options will be discussed during interview.

Qualifications

• Bachelor’s degree or higher in a related field.
• 10–15+ years in portfolio or wealth management.
• Strong communication and presentation skills.
• Ability to network and build high-net-worth relationships.

Responsibilities

• Grow revenue and client base through strategic relationship management.
• Retain high-net-worth clients and expand within portfolios.
• Ensure compliance and risk controls.
• Collaborate with internal partners to deliver service.

Skills

Relationship management

Business development

Client advisory

Wealth management

Education

Bachelor's degree

MBA or CFA/CPA/CFP/JD

Job description

CIBC in Milwaukee seeks a seasoned Relationship Manager to grow revenue, retain high-net-worth clients, and expand business within a sophisticated portfolio. You will align with client objectives and leverage wealth advisory services to deliver best-in-class service.

This role offers a strong compensation package with benefits, incentive opportunities, and a supportive, collaborative environment. On-site and hybrid options will be discussed during interview.