Relationship Manager, Private Wealth Management
4 weeks ago
We are seeking a skilled Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice and guidance to help them achieve their financial goals.
Key Responsibilities- Manage client relationships and portfolios 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.
- Ensure profitability of the business by supporting revenue achievement, controlling expenses, reviewing profit performance and taking corrective action as necessary.
- Demonstrate behaviors that deliver 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.
- 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
CIBC is a leading financial institution that is committed to helping our clients, employees and shareholders achieve their goals. We are a team of professionals who are passionate about delivering exceptional service and building long-term relationships with our clients. We offer a competitive total rewards package, including a salary range of $170,000 - $200,000 for the New York, NY 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.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.
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