Relationship Manager
Relationship Manager
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$ 170000 - 200000
1 Vacancy
Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As a Relationship Manager youll focus on growing direct revenue retaining high-net-worth client relationships and expanding business within your portfolio. Youll align with clients sophisticated financial needs investment objectives and the organizations strategies while actively building the client base through networking community involvement and exceptional relationship management.
At CIBC we enable the work environment most optimal for you to thrive in your role.Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How youll succeed
Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
Expand 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.
Drive profitability: Achieve revenue goals control expenses and monitor profit performance taking corrective actions as necessary.
Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
Engage in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
Collaborate effectively: Build strong internal partnerships to deliver seamless professional and timely client service.
Ensure compliance: Implement and maintain effective operational and compliance risk controls.
Who you are
Educational background: Hold a bachelors degree and/or advanced certifications such as MBA CFA CPA CFP or JD.
Wealth management expertise: Bring 10 years of experience in portfolio management wealth management personal tax or financial planning.
Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
Financially savvy: Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.
Relationship builder: Excel in building and maintaining relationships with the ability to make persuasive recommendations tailored to client needs.
Confident communicator: Thrive in presenting to small or large groups with excellent writing skills to craft professional proposals and presentations.
Strategic negotiator: Leverage advanced negotiating and influencing skills to identify opportunities for business development.
Service-oriented: Operate with professionalism sound judgment and a focus on client success.
Risk aware: Maintain a thorough understanding of operational regulatory and compliance requirements.
What you need to succeed
A proven track record of managing high-net-worth client relationships.
Expertise in investment and wealth advisory services.
A collaborative approach to ensure seamless client service.
Strong financial acumen and relationship management skills to deliver tailored solutions for clients.
At CIBC we offer a competitive total rewards package. This role has an expected salary range of $170000 - $200000 for the San Franciso CA market based on experience qualifications and location of the successful candidate may be eligible to participate in the relevant business units incentive compensation plan which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employees 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.
Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.
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 contact
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
CA - San Francisco - 101 2nd St.Employment Type
RegularWeekly Hours
40Skills
Analytical Thinking Business Development Client Service Financial Advising Portfolio Management Researching Results-OrientedRequired Experience:
Manager
Employment Type
Full-Time
