Relationship Manager - Private Wealth

We're building a relationship‑oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com. What you'll be doing As a Relationship Manager, you will focus on growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within your portfolio. You will align with clients’ sophisticated financial needs and investment objectives, while actively growing your client base through networking, community involvement, and exceptional relationship management. You will leverage your expertise in investment and wealth advisory services to deliver tailored solutions that inspire trust and drive results. Your proactive approach will help deepen relationships, support new business development efforts, and ensure a seamless client experience. 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. Who you are You have a strong educational background. You hold a bachelor's degree (required); advanced certifications such as MBA, CFA, CPA, or CFP are preferred. You have wealth management expertise. You bring 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning. You have investment knowledge. You understand investment products and strategies designed for sophisticated, high‑net‑worth clients. You’re financially savvy. You are skilled in financial analysis and can offer expert advice on complex, high‑value relationships. You’re a relationship builder. You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action. You’re a confident communicator. You are comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations. You’re service‑oriented. You act with professionalism and sound judgment, always keeping the client’s success in focus. You’re risk‑aware. You maintain a strong understanding of operational, regulatory, and compliance‑related requirements. Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability. Job Location: TX-11 Greenway Plaza, Houston, TX. Employment Type: Regular. Weekly Hours: 40. Skills: High Net Worth Individuals, Investments, Relationship Management. Compensation: Expected salary range $175,000 – $225,000 per year, with potential incentive compensation and discretionary bonus. Benefits include medical, dental, vision, health savings account, life insurance, disability, paid time off (including sick leave, parental leave, and vacation), holidays, 401(k) and additional perks. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact View email address on click.appcast.io. You need to be legally eligible to work at the specified location and, where applicable, have a valid work or study permit. We may ask you to complete attribute‑based assessment and other skills tests (e.g., simulation, coding, MS Office) to get to know more about you and give you the opportunity to learn more about us. #J-18808-Ljbffr CFA Institute