As a 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 Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio.
You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.
At CIBC, we offer a competitive total rewards package, including a salary range of $200,000 to $275,000 for the Dallas, TX market, and a full range of benefits and programs.
Matching Summary
As a Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio.
Salary
Base: $200,000 - $275,000; Bonus/Equity: Incentive compensation plan, discretionary bonus component; Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)
Skills & Requirements
Must-have
Manage client relationships
Expand client portfolio
Drive profitability
Deliver exceptional service
Collaborate effectively
Nice-to-have
Relationship-oriented bank
Embrace strengths and ambitions
Meaningful impact and valued contributions
Key Requirements
10-15+ years of experience
Bachelor's degree and/or advanced certifications
Proven track record of managing high-net-worth clients
Expertise in investment and wealth advisory services