cibc

Relationship Manager - Private Wealth

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At a Glance

Location
Milwaukee, Wisconsin, United States
Employment
Full time
Experience
15+ years
Compensation
s an expected salary range of $160,000 - $215,000 for the Milwaukee, WI market
Posted
2026-07-24

Key Requirements

Required Skills

Excel

Certifications

  • CFA
  • CPA

Domain Knowledge

  • Finance
  • Insurance
  • Medical
  • Regulatory

Requirements

with 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.

You demonstrate financial savvy,

using strong financial analysis skills to provide expert advice on complex and high-value client relationships, and excel as a relationship builder by making persuasive recommendations tailored to client needs.

leveraging advanced negotiating and influencing skills to identify opportunities for business development.

You are service-oriented,

operating with professionalism, sound judgment, and a focus on client success, while maintaining a thorough understanding of operational, regulatory, and compliance requirements.

Compensation & Benefits

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.

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 MomentMakers, 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.

*Subject to plan and program terms and conditions

What you need to know

Responsibilities

Relationship Manager​ /

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.

Manage client relationships -

Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.