CIBC US · 1 day ago
Relationship Manager - Private Wealth
Austin, TX
Full-time
Onsite
Senior Level, Lead/Staff
$150K/yr - $175K/yr
8+ years expCIBC US is building a relationship-oriented bank for the modern world and is seeking a Relationship Manager to focus on growing direct revenue and retaining high-net-worth client relationships. This role involves managing a portfolio of clients, expanding business through strategic development, and delivering exceptional service while ensuring compliance.
BankingFinancial Services
No H1B
Responsibilities
Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies
Expand your portfolio: Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers
Drive profitability: Achieve revenue goals, manage expenses, and monitor overall profit performance—taking timely action when needed
Deliver exceptional service: Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions
Engage in client events: Participate in client events to deepen relationships and support new business development efforts
Collaborate effectively: Partner across internal teams to provide a seamless, professional, and timely client experience
Ensure compliance: Implement and maintain strong operational and compliance risk controls across all activities
Qualification
Required
You hold a bachelor's degree (required)
8+ years of experience in portfolio management, wealth management, personal tax, or financial planning
Strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients
Skilled in financial analysis and can offer expert advice on complex, high-value relationships
Excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action
Comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations
Use advanced negotiation and influencing skills to identify and pursue new business opportunities
Act with professionalism and sound judgment, always keeping the client's success in focus
Maintain a strong understanding of operational, regulatory, and compliance-related requirements
A proven track record of managing high-net-worth client relationships
Expertise in investment and wealth advisory services
A collaborative mindset to deliver seamless client service
Strong financial acumen and relationship management skills to develop and execute customized client solutions
Preferred
Advanced certifications such as MBA, CFA, CPA, or CFP are preferred
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
Company data provided by crunchbase