Relationship Manager - Private Wealth

Location: Houston, TX, United States — TX-Houston, 11 Greenway Plaza. Candidates must be legally eligible to work at the specified location; the position does not offer visa sponsorship.

Salary: $175,000–$225,000 annually for the Houston market, based on experience, qualifications, and position location. Additional incentive compensation and a discretionary bonus may be available.

Company

CIBC is a relationship-oriented bank providing financial, investment, and wealth advisory services.

What you will do

• Manage a portfolio of high-net-worth clients, supporting retention and continued business growth.
• Acquire new clients with complex financial needs through networking, community involvement, and strategic business development.
• Deliver tailored investment and wealth advisory solutions aligned with client objectives and firm strategy.
• Achieve revenue goals, manage expenses, and monitor portfolio profitability.
• Participate in client events and collaborate with internal teams to provide a seamless client experience.
• Maintain operational, regulatory, and compliance risk controls across all activities.

Requirements

• Bachelor’s degree required.
• 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Strong knowledge of investment products and strategies for sophisticated, high-net-worth clients.
• Experience with financial analysis and complex, high-value client relationships.
• Excellent relationship management, presentation, written communication, and client service skills.
• Strong understanding of operational, regulatory, and compliance requirements.

Nice to have

• MBA, CFA, CPA, or CFP certification.

Culture & Benefits

• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k), banking benefits, incentive pay, and wellbeing support.
• Professional development opportunities, including a paid Purpose Day.
• Inclusive workplace focused on trust, teamwork, accountability, and accessible candidate experiences.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulations, coding, or MS Office evaluations.