Relationship Manager - Private Wealth

What you’ll be doing

As a Relationship Manager / Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within your portfolio.

• 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.

• Educational background – holding a 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, and a comprehensive understanding of investment products and strategies for sophisticated high‑net‑worth clients.
• Financial savvy – using strong financial analysis skills to provide expert advice on complex and high‑value client relationships, and excel as a relationship builder by making 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 – leverage 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.
• Alignment with values – values matter to you; bring your real self to work and live our values (trust, teamwork, accountability).

Expected salary range: $160,000–$215,000 for the Milwaukee, WI market based on experience, qualifications, and location. May be eligible to participate in incentive compensation plan, including discretionary bonus. Full range of benefits: medical, dental, vision, health savings account, life insurance, disability, other insurance. Paid time off (including sick leave, parental leave, vacation), holidays, 401(k). Other perks reserved for team members.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. Applicants with a wide range of abilities are encouraged. If you need accommodation, contact Mailb You must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit. The position does not offer visa sponsorship.

WI‑743 N. Water St

Regular

40

• Business Development
• Client Service
• Customer Experience (CX)
• Ensure Compliance
• Group Problem Solving