Strategic Wealth Relationship Leader

CIBC; Dallas (TX); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Job summary

CIBC in Dallas is seeking a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align with clients' sophisticated financial needs and objectives while actively building the client base through networking and exceptional relationship management.

The role emphasizes delivering best-in-class wealth advisory services, collaborating with internal partners, and ensuring compliance.

Qualifications

• A proven track record of managing high-net-worth client relationships.
• Experience in investment and wealth advisory services is preferred.
• Strong financial analysis and risk awareness aligned with client needs.

Responsibilities

• Manage client relationships: oversee a portfolio to retain clients and grow business.
• Expand your portfolio by acquiring new high-net-worth clients with complex needs.
• Drive profitability by achieving revenue goals and monitoring costs.
• Deliver exceptional service via wealth advisory expertise.
• Engage in client events to boost business development.
• Collaborate with internal teams to ensure seamless client service.
• Ensure compliance through effective controls and governance.

Skills

Relationship management

Business development

Investment advisory

Financial analysis

Negotiation

Communication

Education

Bachelor’s degree or higher

Job description

CIBC in Dallas is seeking a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align with clients' sophisticated financial needs and objectives while actively building the client base through networking and exceptional relationship management.

The role emphasizes delivering best-in-class wealth advisory services, collaborating with internal partners, and ensuring compliance.