Relationship Manager - Private Wealth

About the Role

We’re building a relationship-oriented bank for the modern world. At CIBC, we embrace your strengths and your ambitions, empowering you to make a meaningful impact while being truly valued for who you are and what you contribute.

Responsibilities

• Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
• Expand your portfolio: Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.
• Drive profitability: Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
• Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
• Engage in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
• Collaborate effectively: Build strong internal partnerships to deliver seamless, professional, and timely client service.
• Ensure compliance: Implement and maintain effective operational and compliance risk controls.

Requirements

• Educational background: Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• Wealth management expertise: 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, with a comprehensive understanding of investment products and strategies for high-net-worth clients.
• Financial savvy: Strong financial analysis skills to provide expert advice on complex and high-value client relationships.
• Relationship builder: Ability to make persuasive recommendations tailored to client needs.
• Communication: Thrive in presenting to small or large groups and use excellent writing skills to craft professional proposals and presentations.
• Strategic negotiator: Advanced negotiating and influencing skills to identify opportunities for business development.
• Service-oriented: Operate with professionalism, sound judgment, and a focus on client success, while maintaining a thorough understanding of operational, regulatory, and compliance requirements.
• Values: Bring your real self to work and live CIBC’s values — trust, teamwork, and accountability.

Benefits

• Competitive total rewards package, including an expected salary range of $160,000 - $215,000 for the Milwaukee, WI market based on experience, qualifications, and location.
• Eligibility to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
• Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans.
• Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k).
• Special perks reserved for team members.
• MomentMakers: Social, points-based recognition program.
• Wellbeing support.
• Purpose Day: A paid day off dedicated to investing in your growth and development.

Additional Information

Work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. This position does not offer visa sponsorship. You must be legally eligible to work at the specified location.

CIBC is committed to creating an inclusive environment and provides an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.