Associate Relationship Manager

We’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

What you’ll be doing

As an Associate Relationship Manager with CIBC Wealth Management’s Chicago office, you’ll support a Senior Relationship Manager in delivering financial planning and exceptional service to high-net-worth and ultra-high-net-worth clients. You’ll assist with portfolio management, financial planning, investment decisions, trading, research, and all aspects of account administration. In this highly professional, fast-paced environment, you’ll collaborate with a team of colleagues to maximize client retention, grow new business, and ensure client portfolios align with investment strategies and objectives.

How you’ll succeed

• Provide financial planning: Implement cash flow analysis for clients and implement asset allocation adjustments based on their circumstances.

• Support client relationships: Assist in managing client portfolios to maximize retention and drive new business growth.

• Implement investment decisions: Execute asset allocation changes, rebalance portfolios, and implement investment recommendations as directed by Senior Relationship Managers.

• Enhance portfolio performance: Prepare and analyze performance reporting against benchmarks, address liquidity needs, and manage tax loss harvesting and manager changes.

• Deliver exceptional service: Respond to client inquiries, address unique client issues, and engage with clients directly, building independence over time.

• Provide research and insights: Compile data on investment strategies, portfolio performance, and market outlooks for client and prospect communication.

• Ensure compliance: Implement and manage operational and compliance risk controls in line with CIBC and business requirements.

• Collaborate effectively: Partner with internal teams to provide seamless, professional, and timely client service.

• Contribute to business development: Support business development efforts by attending client, networking, or company events, including those after normal business hours.

Who you are

• Experienced professional: Bring 10+ years of financial services experience, ideally with exposure to client relationship management, and must hold a Certified Financial Planner (CFP) designation.

• Investment-savvy: Have a strong understanding of global financial markets, including equities, fixed income, and alternative investments.

• Analytical expert: Demonstrate expertise in asset allocation, portfolio construction, risk-return analytics, performance measurement, and compliant reporting.

• Technologically proficient: Advanced in Excel, Adobe, PowerPoint,