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Senior Private Wealth Relationship Manager
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-06-19
Listing for:
CFA Institute
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
The CFA Institute is seeking a Relationship Manager in Milwaukee, WI. You will manage high-net-worth client relationships, focusing on revenue growth and retention. This role requires expertise in investment products and strong financial analysis to meet sophisticated client needs.
With 10-15+ years of wealth management experience, you will work collaboratively to drive business development and ensure compliance with regulatory standards. CIBC offers a supportive culture with competitive compensation and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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