West Palm Beach, Florida

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 feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Job Description

JOB PURPOSE

The 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.

KEY ACCOUNTABILITIES
  • 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.

KNOWLEDGE AND SKILLS
  • Bachelor degree and/or MBA, CFA
  • 10 + years in investment management
  • Relationship management skills and investment credibility required to make persuasive recommendations to sophisticated, knowledgeable and high net-worth clients
  • Ability to establish productive relationships between various internal leaders and specialists
  • Business development skills required to identify opportunities from external contacts and existing clients
  • Developed sense of judgment, professionalism and service orientation
  • Developed investment knowledge and expertise and strong understanding of markets sufficient to respond to inquiries from sophisticated and knowledgeable high net-worth client
  • Good knowledge of investment and wealth advisory products and services
  • Effective communicator with credibility; writing skills sufficient to prepare professional proposals and presentations
  • Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value deals
  • Sound operations, regulatory and risk management knowledge

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 during the application or interview process, 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

Job Location
FL-777 South Flagler Dr
Employment Type
Regular

Weekly Hours
40

West Palm Beach, Florida

CIBC U.S. provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations. We are backed by a 150-year-old Toronto-based, global financial institution with our U.S. headquarters in Chicago. We invest in our businesses, our clients, our people and our communities. We strive to build trusting and enduring relationships by putting our clients at the center of all we do. We use our values to guide our decisions, actions and interactions with our clients, our team members and our communities. Member FDIC | Equal Housing Lender.

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