Relationship Manager - Private Wealth

CIBC

Milwaukee, WI, United States
Base: $160,000 - $215,000; bonus/equity: incentive...
Fully remote
High-net-worth client relationships
Investment product and strategy knowledge
Financial analysis skills
As a 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, 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.
  • CIBC offers a competitive total rewards package, including a salary range of $160,000 - $215,000 for the Milwaukee, WI market, and a full range of benefits.

Matching Summary

As a 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 with discretionary bonus component; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)

Skills & Requirements

Must-have

  • High-net-worth client relationships
  • Investment product and strategy knowledge
  • Financial analysis skills
  • Client-focused event participation
  • Internal partnership collaboration
  • Operational and compliance risk controls

Nice-to-have

  • Relationship-oriented banking
  • Empowered work environment
  • Meaningful impact and value
  • Modern world banking

Key Requirements

  • Bachelor's degree and/or advanced certifications
  • 10-15+ years of experience
  • Legal eligibility to work
  • Attribute-based assessment and skills tests

Work Rights

Legally eligible to work in the specified location

Tailored Resume

Cover Letter