Relationship Manager - Private Wealth

Overview

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  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

As a Relationship Manager within CIBC s Private Wealth organization , you ll work collaboratively with a Senior Relationship Manager to support a book of business, focusing on retaining and deepening high-net-worth client relationships. You ll align with clients  sophisticated financial needs, investment objectives, and the organization s strategy—contributing to business growth through networking, community involvement, and exceptional relationship management alongside your team.

Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

• Manage client relationships
  :
  Support the management of a shared portfolio of high-net-worth clients alongside a Senior Relationship Manager, ensuring strong retention and ongoing business growth while aligning with investment objectives and firm policies.
• Expand the team s portfolio
  :
  Contribute to acquiring new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers and your team.
• Drive profitability
  :
  Support the achievement of revenue goals, assist in managing expenses, and monitor overall profit performance, taking timely action as part of the team when needed.
• Deliver exceptional service
  :
  Help foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions in collaboration with the team.
• Engage in client events
  :
  Participate in client events to deepen relationships and support new business development efforts as part of a coordinated team approach.
• Collaborate effectively
  :
  Partner across internal teams to provide a seamless, professional, and timely client experience, working closely with colleagues and leaders.
• Ensure compliance
  :
  Support the implementation and maintenance of strong operational and compliance risk controls across all activities, in line with team and organizational standards.

• 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 6-8 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.
• Trust & Estate knowledge
  :
  Experience working Trust accounts and familiarity with estate planning
• 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 solutions

California residents - your privacy rights regarding your actual or prospective employment

At…