Senior Relationship Manager

As a
** Senior 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 the organization’s strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.

** How you’ll succeed**
* ** Educational background:
** Hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
* ** Wealth management expertise:
** Bring 15+ 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.
* 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.
* 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 Moment Makers, 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.

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values:
Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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