Senior 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

The Senior 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.

How you'll succeed

• 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.

Who you are

• Bachelor’s degree and/or MBA, CFA, CPA, CFP, JD

• 15+ years of 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