Relationship Manager

Profile

Relationship Manager

The candidate will 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. 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. A Bachelor’s degree and/or MBA, CFA, CPA, CFP, JD is required. Should have 5+ years-experience in portfolio management, personal tax, wealth management, financial planning. Comprehensive knowledge of investment and wealth advisory products and services are needed. Well-developed investment knowledge and expertise with strong understanding of markets sufficient to respond to detailed and complex inquiries from sophisticated and knowledgeable high-net worth clients are needed. Strong financial analysis skills sufficient to provide expert advice on complex, unique and high value relationships are needed. Strong relationship management skills to make persuasive recommendations to and serve the needs of sophisticated clients are required. Superior communicator with credibility and confidence to present in small or large group settings. Excellent writing skills sufficient to prepare professional proposals and presentations are needed. Advanced negotiating and influencing skills required to identify opportunities to develop new business from external contacts and existing clients are required. Developed sense of judgement, professionalism and service orientation is needed. Sound operations, regulatory and risk management knowledge is required.

Company info

CIBC
One Wacker Drive Suite 3500
Chicago
Illinois
United States 60606
Website : http://www.cibc.com