Relationship Manager

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.

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 the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.

At CIBC, we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You'll Succeed

• Manage client relationships : Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
• Expand your portfolio : Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.
• Drive profitability : Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
• Deliver exceptional service : Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
• Engage in client events : Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
• Collaborate effectively : Build strong internal partnerships to deliver seamless, professional, and timely client service.
• Ensure compliance : Implement and maintain effective operational and compliance risk controls.

Who You Are

What you need to succeed includes 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.

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $170,000 - $200,000 for the San Francisco, CA 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. CIBC offers a full range of benefits and programs to meet our employee's 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. Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

What You Need To Know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location : CA - San Francisco - 101 2nd St.

Employment Type : Regular

Weekly Hours : 40

Skills : Analytical Thinking, Business Development, Client Service, Financial Advising, Portfolio Management, Researching, Results-Oriented

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.