CIBC
Relationship Manager - Private Wealth
$150K–$175K
Austin, TX · Manager · Full-time · Posted Oct 19, 2026
- Experience
- 8+ years in portfolio management, wealth management, personal tax, or financial planning.
- Education
- Bachelor’s degree required.
- Visa sponsorship
- This position does not offer visa sponsorship.
About the job
Manages and grows a portfolio of high-net-worth clients by providing tailored wealth advice, developing new business, and meeting revenue and compliance goals.
What you'll do
- Retain and grow high-net-worth client relationships and acquire new clients through business development and networking.
- Provide tailored investment and wealth advisory solutions, collaborate across teams, and participate in client events.
- Meet revenue and profitability goals while maintaining operational, regulatory, and compliance controls.
What they ask for
- Bachelor’s degree.
- 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Strong understanding of investment products and strategies for sophisticated high-net-worth clients.
- Proven track record managing high-net-worth relationships; strong financial analysis, communication, negotiation, and relationship-management skills.
Nice to have
- MBA, CFA, CPA, or CFP.
Pay
$150,000 - 175,000 USD base salary (Austin, TX market)
Model-written summary · the original posting is authoritative