Senior Wealth Relationship Manager – Growth & Advisory

CIBC US; Dallas (TX); Híbrido; USD 200 000 - 275 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical

Dental

Vision

Health Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

Holidays

401(k) Matching

Resumo da oferta

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

We support a flexible work arrangement discussed in interview. Candidates should have a bachelor’s degree and 10–15+ years in portfolio wealth management, with strong investment knowledge and

Qualificações

• Proven track record managing high-net-worth clients.
• Expertise in investment and wealth advisory services.
• Collaborative approach to ensure seamless client service.
• Strong communication and presentation skills.

Responsabilidades

• Grow direct revenue and retain high-net-worth client relationships.
• Expand portfolio with new high-net-worth clients and complex needs.
• Drive profitability, control expenses, and monitor performance.
• Deliver best-in-class relationship management and service.
• Engage in client-focused events to boost development.
• Collaborate with internal teams for seamless service.
• Ensure compliance and risk controls across operations.

Conhecimentos

Business Development

Client Service

Customer Experience

Compliance

Problem Solving

Investment Advising

People Management

Profitability Management

Risk Management

Wealth Management

Formação académica

Bachelor’s degree

MBA

CFA

CPA

CFP

JD

Descrição da oferta de emprego

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

We support a flexible work arrangement discussed in interview. Candidates should have a bachelor’s degree and 10–15+ years in portfolio wealth management, with strong investment knowledge and