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High Net Worth Client Relationship Manager Jobs

Bennett Thrasher LLP

Tax Manager - High-net-worth

Atlanta, GA · On-site

$105K - $138K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ... Client relationship management - help build and maintain strong client relationships, ensuring high ...

Wertz & Associates

Tax Manager, CPA

Gainesville, FL · Hybrid

$120K - $165K/yr

High-Net-Worth Client Services * Client Relationship Management * Team Leadership & Mentorship * Practice Growth * Business Development Key Responsibilities Strategic Tax Planning & Advisory * Lead ...

Wertz & Associates

Tax Manager, CPA

Sandusky, OH · Hybrid

$120K - $165K/yr

High-Net-Worth Client Services * Client Relationship Management * Team Leadership & Mentorship * Practice Growth * Business Development Key Responsibilities Strategic Tax Planning & Advisory * Lead ...

TIAA

Client Relationship Manager

Dallas, TX · On-site

$71K - $80K/yr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... help high-net worth clients achieve their financial goals. This includes managing the ...

TIAA

Client Relationship Manager

Frisco, TX · On-site

$71K - $80K/yr

Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend ... help high-net worth clients achieve their financial goals. This includes managing the ...

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High Net Worth Client Relationship Manager information

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$28K

$80.7K

$140.5K

How much do high net worth client relationship manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for high net worth client relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is the difference between High Net Worth Client Relationship Manager vs Private Banker?

AspectHigh Net Worth Client Relationship ManagerPrivate Banker
CredentialsRelevant financial certifications, such as CFP or CFASimilar certifications, often with additional banking licenses
Work EnvironmentFinancial institutions, wealth management firmsPrivate banks, exclusive banking divisions
Employer & IndustryWealth management, private banking, financial advisoryPrivate banking, wealth management
Primary FocusManaging client relationships, cross-selling financial productsProviding personalized banking services, investment advice

While both roles serve high-net-worth clients, a High Net Worth Client Relationship Manager primarily focuses on managing client relationships and offering a range of financial products. A Private Banker provides more personalized banking services, including tailored investment and credit solutions. The roles often overlap but differ in scope and service emphasis.

What cities are hiring for High Net Worth Client Relationship Manager jobs?

Cities with the most High Net Worth Client Relationship Manager job openings:

What states have the most High Net Worth Client Relationship Manager jobs?

States with the most job openings for High Net Worth Client Relationship Manager jobs include:

What are popular job titles related to High Net Worth Client Relationship Manager jobs?

For High Net Worth Client Relationship Manager jobs, the most frequently searched job titles are:

Infographic showing various High Net Worth Client Relationship Manager job openings in the United States as of July 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Private Client Relationship Manager

Atlanta, GA • On-site

FinTrust Connect Careers
See more jobs at FinTrust Connect Careersexternal

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Re-posted 2 days ago

Job description

Private Client Relationship Manager -Atlanta, GA

FinTrust Connect has partnered with a high-performing regional banking institution to identify top talent for a Private Client Relationship Manager opportunity focused on affluent and high-net-worth client relationships. This role is ideal for an established, senior relationship-oriented banker who can move beyond a traditional lending model to deliver planning-led relationships spanning credit, deposits, and wealth management.

Why this opportunity?
  • Culture: Relationship-driven, collaborative environment focused on long-term client value, thoughtful financial planning, and building deeper connections across banking and wealth services.
  • Workplace: On-site in Atlanta, GA
  • Function: Develop and expand private banking relationships by integrating lending, deposit, and wealth management solutions for affluent and high-net-worth clients.
Requirements:
  • Significant experience in private banking, wealth management, commercial banking, or a closely related relationship-management role
  • Demonstrated ability to originate and manage affluent or high-net-worth client relationships
  • Proven production across lending and deposit relationships, with the ability to identify opportunities for broader wealth and investment engagement
  • Experience developing approximately $10M in annual deposits and $10M-$12M in annual funded loans is highly attractive
  • Demonstrated success generating or referring assets under management; expectations will vary based on client mix and market opportunity
  • Strong consultative and financial-planning mindset with the ability to uncover needs beyond individual banking products
  • Series 7, Series 63, CFP, or similar credentials are attractive
  • Candidates actively working toward relevant securities or planning credentials may also be considered
  • Strong knowledge of credit, deposit, investment, and wealth-management solutions serving affluent clients
  • Established relationship-building and business-development capabilities within the Atlanta market are preferred
Description:
  • Manage a portfolio of affluent and high-net-worth client relationships with an emphasis on comprehensive, planning-led financial solutions
  • Develop new private banking relationships through professional networks, referrals, centers of influence, and targeted business-development activity
  • Originate lending opportunities while maintaining a balanced approach to deposit growth and wealth-management engagement
  • Generate approximately $10M in annual deposit growth and $10M-$12M in annual funded loan production, based on market conditions and portfolio opportunity
  • Identify opportunities to expand client relationships into investment management, financial planning, trust, and other wealth-related services
  • Coordinate with wealth advisors, investment professionals, credit partners, and other internal specialists to deliver integrated client solutions
  • Conduct comprehensive relationship reviews to understand liquidity, borrowing, investment, estate-planning, and broader financial objectives
  • Analyze client financial information and structure appropriate credit and banking solutions within established risk parameters
  • Maintain a disciplined pipeline of prospective relationships, lending opportunities, deposits, and wealth referrals
  • Lead relationship strategy for assigned clients and serve as a primary point of contact across banking and wealth-management needs
  • Collaborate cross-functionally with credit, wealth management, treasury, operations, and risk teams to deliver a seamless client experience
  • Maintain appropriate licensing, regulatory standards, documentation, and internal compliance requirements
  • Report to senior private banking leadership and contribute to the continued evolution of a broader, wealth-oriented private banking model
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