CIBC
Relationship Manager - Private Wealth
$175K–$225K
Houston, TX · Manager · Full-time · Posted Oct 19, 2026
- Experience
- 5+ 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 and investment advice, developing new business, and achieving revenue goals.
What you'll do
- Manage and retain high-net-worth client relationships while growing portfolio business and revenue.
- Acquire new clients through business development, networking, and client events.
- Provide tailored investment and wealth advisory services while maintaining compliance and risk controls.
What they ask for
- Bachelor's degree.
- 5+ 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.
- Financial analysis skills and knowledge of operational, regulatory, and compliance requirements.
Nice to have
- MBA, CFA, CPA, or CFP.
Pay
$175,000 - 225,000 USD base salary
Model-written summary · the original posting is authoritative