CIBC Capital Markets is seeking a Senior Relationship Manager in Atlanta, GA, to grow revenue and manage high-net-worth client relationships. The ideal candidate will have over 15 years of wealth management experience and a proven track record in investment advisory services
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 salary, incentive pay, banking benefits, a benefits program, and a vacation offering.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Senior Relationship Manager in Atlanta, GA, to grow revenue and manage high-net-worth client relationships. The ideal candidate will have over 15 years of wealth management experience and a proven track record in investment advisory services.
Salary
Base: $175,000- $240,000; Bonus/Equity: Eligible for incentive compensation plan including discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)
Skills & Requirements
Must-have
High-net-worth client relationships
Investment and wealth advisory services
Financial analysis skills
Business development activities
Operational and compliance risk controls
Nice-to-have
Relationship-oriented bank
Empowered work environment
Meaningful impact
Values teamwork and accountability
Key Requirements
Bachelor's degree and/or advanced certifications
15+ years of experience in portfolio management, wealth management, personal tax, or financial planning
Comprehensive understanding of investment products and strategies
Proven track record of managing high-net-worth client relationships