What you'll be doing As a Relationship Manager, you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and our organization's strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. You'll leverage your expertise in investment and wealth advisory services to deliver tailored solutions that inspire trust and drive results. Your proactive approach will help deepen relationships, support new business development efforts, and ensure a seamless client experience. How you'll succeed - 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. Who you are0 - 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. 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 unit92s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee92s 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 Job Location TX-11 Greenway Plaza Employment Type Regular Weekly Hours 40 Skills High Net Worth Individuals, Investments, Relationship Management