Address
Form of work
SalaryWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit
CIBC.com
The Relationship Manager position is accountable to grow direct revenue for the organization; to retain client relationships through high touch service; and to grow the business within a targeted high net worth client group in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization. The incumbent is responsible to build the client base through networking, community involvement and strong relationship management.
Responsibilities:
- Manage client relationships and the portfolio to maximize client retention and grow the business in accordance with the investment objectives of the individual clients, and the investment policies and strategies of the organization.
- Build and enhance the portfolio by acquiring new clients who have sophisticated financial needs, are people of influence or who require complex financial solutions through appropriate business development activities. This includes working in collaboration with the Business Development Officer and establishing a high and positive profile within the market.
- Ensure profitability of the business by supporting revenue achievement, controlling expenses, reviewing profit performance and taking corrective action as necessary.
- Demonstrate behaviors that delivers an exceptional service culture, supports partnering behavior, and capitalizes on individuals’ expertise and knowledge of investment and wealth advisory services to provide “best in class” service and overall relationship management to high net worth clients.
- Support business development efforts and client servicing by actively participating in client events.
- Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely.
- Ensure appropriate operational and compliance risk controls are implemented and managed in accordance with requirements.
Qualifications:
- Bachelor’s degree and/or MBA, CFA, CPA, CFP, JD
- 10+ years experience in portfolio management, personal tax, wealth management, financial planning
- Comprehensive knowledge of investment and wealth advisory products and services
- Well developed investment knowledge and expertise with strong understanding of markets sufficient to respond to detailed and complex inquiries from sophisticated and knowledgeable high-net worth clients
- Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships
- Well developed relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients
- Superior communicator with credibility and confidence to present in small or large group settings
- Excellent writing skills sufficient to prepare professional proposals and presentations
- Advanced negotiating and influencing skills required to identify opportunities to develop new business from external contacts and existing clients
- Developed sense of judgement, professionalism and service orientation
- Sound operations, regulatory and risk management knowledge
California residents — your privacy rights regarding your actual or prospective employment
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 contactMailbox.careers-carrieres@cibc.com
- 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.
Job Location
IL - 181 W Madison Employment Type
Regular Weekly Hours
40 Skills
Analytical Thinking, Business Development, Financial Advising, Investment Planning, Investment Policy, Portfolio Management, Relationship Management, Results-Oriented, Wealth Management
