CIBC
Relationship Manager - Private Wealth
$160K–$215K
Milwaukee, WI · Manager · Full-time · Posted Oct 19, 2026
- Experience
- 10–15+ years in portfolio management, wealth management, personal tax, or financial planning.
- Education
- Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
- Visa sponsorship
- This position does not offer visa sponsorship.
About the job
Manage and grow a portfolio of high-net-worth clients by providing wealth advisory services, developing new business, and meeting revenue and compliance goals.
What you'll do
- Retain and grow client relationships and acquire new high-net-worth clients through business development and networking.
- Meet revenue and profitability goals, monitor performance, and manage expenses.
- Provide exceptional client service, collaborate internally, and maintain operational and compliance risk controls.
What they ask for
- 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Comprehensive understanding of investment products and strategies for sophisticated high-net-worth clients.
- Strong financial analysis, relationship-building, communication, negotiation, and influencing skills.
- Professional judgment and understanding of operational, regulatory, and compliance requirements.
Pay
USD $160,000 - $215,000 base salary
Model-written summary · the original posting is authoritative