Relationship Manager

CIBC

Chicago, IL, United States
$175,000 - $225,000; bonus/equity: eligible for in...
Fully remote
High-net-worth client relationships
Investment and wealth advisory services
Financial analysis skills
Focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio

Job Summary

  • Focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within 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.
  • CIBC offers a competitive total rewards package including Medical, Dental, Vision, Paid Time Off, and 401(k).

Matching Summary

Focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio.

Salary

$175,000 - $225,000; Bonus/Equity: Eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • High-net-worth client relationships
  • Investment and wealth advisory services
  • Financial analysis skills
  • Networking and community involvement
  • Operational and compliance risk controls

Nice-to-have

  • Service culture
  • Collaborative approach
  • Strategic negotiator
  • Values driven
  • Express ambition

Key Requirements

  • Bachelor's degree and/or advanced certifications
  • 10-15+ years of wealth management experience
  • Proven track record managing high-net-worth clients
  • Legally eligible to work in the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter