Relationship Manager - Private Wealth

As a **Relationship Manager,** you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategy—while actively growing your client base through networking, community involvement, and exceptional relationship management.

**How You’ll Succeed*** **Manage client relationships:** Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies.* **Expand your portfolio:** Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers.* **Drive profitability:** Achieve revenue goals, manage expenses, and monitor overall profit performance—taking timely action when needed.* **Deliver exceptional service:** Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions.* **Engage in client events:** Participate in client events to deepen relationships and support new business development efforts.* **Collaborate effectively:** Partner across internal teams to provide a seamless, professional, and timely client experience.* **Ensure compliance:** Implement and maintain strong operational and compliance risk controls across all activities.* **Educational background:** You hold a bachelor’s degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.* **Wealth management expertise:** You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.* **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.* **Financially savvy:** You’re skilled in financial analysis and can offer expert advice on complex, high-value relationships.* **Relationship builder:** You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.* **Confident communicator:** You’re comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.* **Strategic negotiator:** You use advanced negotiation and influencing skills to identify and pursue new business opportunities.* **Service-oriented:** You act with professionalism and sound judgment, always keeping the client’s success in focus.* **Risk aware:** You maintain a strong understanding of operational, regulatory, and compliance-related requirements.* A proven track record of managing high-net-worth client relationships* Expertise in investment and wealth advisory services* A collaborative mindset to deliver seamless client service* Strong financial acumen and relationship management skills to develop and execute customized client solutionsAt CIBC, we offer a competitive total rewards package.

This role has an expected salary range of $150,000 - 175,000 for the Austin, TX market based on experience, qualifications, and location of the position.

The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.

* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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