Relationship Manager - Private Wealth
Full Job Posting
Who you are
- You have a strong educational background. You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
- You have wealth management expertise. You bring 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- You have investment knowledge. You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.
- You're financially savvy. You're skilled in financial analysis and can offer expert advice on complex, high-value relationships.
- You're a relationship builder. You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
- You're a confident communicator. You're comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
- You're service-oriented. You act with professionalism and sound judgment, always keeping the client's success in focus.
- You're risk aware. You maintain a strong understanding of operational, regulatory, and compliance-related requirements.
- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
- California residents — your privacy rights regarding your actual or prospective employment
- At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - 225,000 for the Houston, TX market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
- This position does not offer visa sponsorship.
- #LI-TA
- What CIBC Offers
- At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
- Subject to plan and program terms and conditions
- What you need to know
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
- Job Location
- TX-Houston, 11 Greenway Plaza
- Employment Type
- Regular
- Weekly Hours
- 40
- High Net Worth Individuals, Investments, Relationship Management
Skills
- High Net Worth Individuals, Investments, Relationship Management
Preferred Qualifications
- You have a strong educational background. You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
- At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - 225,000 for the Houston, TX market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
About CIBC
A leading North American financial institution.
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