Relationship Manager - Private Wealth

CIBC

Austin, TX, United States
Base: $150,000 - $175,000; bonus/equity: incentive...
High-net-worth client relationships
Investment and wealth advisory services
Financial analysis and advice
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 hold a bachelor’s degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
  • This role has an expected salary range of $ 150,000 - 175,000 for the Austin, TX market based on experience, qualifications, and location of the position.

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: $150,000 - $175,000; 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 and wealth advisory services
  • Financial analysis and advice
  • Client relationship building
  • Strategic business development

Nice-to-have

  • Relationship-oriented bank culture
  • Collaborative team environment
  • Service-oriented professionalism
  • Risk aware operations

Key Requirements

  • Bachelor's degree required
  • 8+ years wealth management experience
  • Advanced certifications preferred
  • Legally eligible to work in the US

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter