Relationship Manager

CIBC

Chicago, Illinois, US
Base: $175,000 - $225,000 for chicago, il market; ...
Fully remote
10-15+ years wealth management experience
High-net-worth client relationship management
Investment products and strategies knowledge
The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding the business portfolio

Job Summary

  • The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding the business portfolio.
  • Candidates must possess comprehensive understanding of investment products to address the needs of sophisticated clients.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, and a 401(k) plan.

Matching Summary

The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding the business portfolio.

Salary

Base: $175,000 - $225,000 for Chicago, IL market; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • 10-15+ years wealth management experience
  • High-net-worth client relationship management
  • Investment products and strategies knowledge
  • Business development and networking skills
  • Compliance and risk control implementation

Nice-to-have

  • Exceptional communication and presentation skills
  • Strategic negotiation and influencing abilities
  • Community involvement and event participation
  • Collaborative internal partnership building
  • Service-oriented professional mindset

Key Requirements

  • Bachelor's degree or advanced certifications (MBA, CFA, CPA, CFP, JD)
  • 10-15+ years in portfolio management or financial planning
  • Legal eligibility to work in the United States

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter