Relationship Manager - Private Wealth

CIBC Capital Markets

Milwaukee, WI, United States
Base: $160,000 - $215,000; bonus/equity: incentive...
Fully remote
High-net-worth client relationships
Investment products and strategies
Financial analysis skills
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

Job Summary

  • 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.
  • You bring wealth management expertise, with 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
  • CIBC offers a competitive total rewards package including a salary range of $160,000 - $215,000 for the Milwaukee, WI market, incentive compensation, and a full range of benefits.

Matching Summary

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.

Salary

Base: $160,000 - $215,000; Bonus/Equity: Incentive compensation plan, discretionary bonus component; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • High-net-worth client relationships
  • Investment products and strategies
  • Financial analysis skills
  • Targeted business development activities
  • Operational and compliance risk controls

Nice-to-have

  • Relationship-oriented bank
  • Service culture
  • Strategic negotiator
  • Values matter
  • Express your ambition

Key Requirements

  • Bachelor's degree and/or advanced certifications
  • 10-15+ years of experience
  • Wealth management expertise
  • Financial planning expertise
  • Investment advising expertise

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter