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High Net Worth Client Service Manager Jobs (NOW HIRING)

Bakertilly

High Net Worth Tax Principal

New Castle, PA · On-site

$112K - $142K/yr

Manage client engagement staffing, billings/collections, and ensure client profitability targets ... Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to ...

Elliott Davis

Tax Manager - High Net Worth

Greenville, SC · Hybrid

$104K - $136K/yr

We are looking for a Tax Manager to join our High Net Worth tax practice. This candidate will ... Managing client engagements to achieve optimum service expectations * Developing and growing a ...

KeyBank

KPB Client Service Associate (IM&T)

Brooklyn, OH · On-site

$25 - $38.46/hr

... Management & Trust ("IM&T") accounts , assisting with identification and coordination and product ... Service high-net-worth client accounts based on client need. Strive for first resolution of client ...

Core Ventures LLC

Client Service Associate

Melville, NY

$14.75 - $20.50/hr

... with high-net-worth individuals and families. This individual will play a critical role in delivering exceptional client service, managing complex account activities, and supporting Financial ...

Huntington

Private Bank Wealth Advisor III

Dallas, TX · On-site +1

... and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds ... Responsible for providing legendary client service to retain client relationships. Builds strong ...

Cohen & Co.

Tax Manager, High Net Worth

Baltimore, MD

$85K - $155K/yr

What You'll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our High Net WorthTax team,you'lldeliver ...

Recutify Inc.

Wealth Advisor (Remote)

Minneapolis, MN · On-site

Job Summary We are seeking an experienced Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning solutions. This is a high-impact, client-facing ...

Huntington

Private Bank Wealth Advisor III

Dallas, TX · On-site +1

... and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: * Builds ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...

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High Net Worth Client Service Manager information

What are the key skills and qualifications needed to thrive as a High Net Worth Client Service Manager, and why are they important?

To thrive as a High Net Worth Client Service Manager, you need a solid background in finance or wealth management, strong analytical skills, and often a relevant degree or certifications like the CFP or Series 7/66. Familiarity with CRM platforms, financial planning software, and compliance systems is typically required. Exceptional interpersonal skills, discretion, and proactive problem-solving distinguish top performers in this role. These capabilities are critical for building trust, delivering tailored solutions, and ensuring high client satisfaction among affluent clientele.

What is a High Net Worth Client Service Manager?

A High Net Worth Client Service Manager is a financial professional who specializes in managing the relationships and service needs of clients with significant assets, typically those considered 'high net worth.' They act as the main point of contact for these clients, providing personalized financial solutions, coordinating with specialists for wealth management, and ensuring an exceptional client experience. Their responsibilities often include overseeing investment portfolios, addressing complex financial needs, and facilitating access to exclusive banking or investment products tailored to affluent individuals.

How does a High Net Worth Client Service Manager typically collaborate with financial advisors and other specialists to meet client needs?

A High Net Worth Client Service Manager works closely with financial advisors, portfolio managers, and tax or estate planning specialists to deliver a seamless client experience. They act as the primary point of contact for clients, coordinating meetings, managing complex account requests, and ensuring all service needs are addressed promptly. This collaborative environment allows the service manager to leverage the expertise of various specialists, ensuring tailored solutions that address each client's unique financial goals and challenges.

What is the difference between High Net Worth Client Service Manager vs Wealth Advisor?

AspectHigh Net Worth Client Service ManagerWealth Advisor
CredentialsRelevant certifications like CFP or CIMA often preferredCFP, CFA, or similar certifications common
Work EnvironmentFinancial institutions, private banks, wealth management firmsFinancial advisory firms, banks, independent practices
Primary FocusManaging client relationships, service delivery, client retentionProviding investment advice, financial planning, portfolio management
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon in financial planning and investment advisory sectors

While both roles serve high-net-worth clients, the High Net Worth Client Service Manager primarily focuses on client relationship management and service delivery, whereas the Wealth Advisor emphasizes providing investment advice and financial planning. The roles often overlap but differ in core responsibilities and daily tasks.

Infographic showing various High Net Worth Client Service Manager job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution.
International Banking Manager

International Banking Manager

ttg Talent Solutions

Miami, FL

$125K - $145K/yr

Full-time

Posted 11 days ago

Job description

International Banking Manager
Miami, FL, Full-time
$125,000 to $145,000, depending on experience
A well-established international banking institution is seeking an experienced and polished International Banking Manager to support and expand a high-profile portfolio of personal and private banking relationships in Miami, FL. This role is ideal for a banking professional with strong relationship management experience, excellent client service instincts, proven leadership ability, and a solid understanding of regulatory compliance requirements within a banking environment.

The International Banking Manager will serve as a trusted advisor to high-net-worth clients, support business development initiatives, oversee day-to-day client relationship activity, and provide guidance to assigned banking team members. The ideal candidate will bring a strong balance of client relationship management, operational discipline, compliance awareness, and commercial judgment.
Responsibilities
  • Manage, retain, and expand a portfolio of personal, private banking, and high-net-worth client relationships.
  • Serve as a primary point of contact for client inquiries, account needs, documentation, and customized banking solutions.
  • Develop long-term client relationships by identifying opportunities to deepen engagement through deposits, lending products, treasury-related services, lines of credit, time deposits, and other banking solutions.
  • Support business development through referrals, prospect meetings, networking, and relationship expansion activities.
  • Provide day-to-day leadership, mentorship, and guidance to assigned banking team members to ensure service quality, timely follow-up, and efficient workflow management.
  • Assist with training, onboarding, coaching, and knowledge sharing within the personal banking area.
  • Coordinate and oversee account openings, account maintenance, renewals, loan products, lines of credit, time deposits, and related banking services.
  • Review and validate KYC, CIP/CDD, beneficial ownership, and related client documentation to ensure accuracy, completeness, and timely completion of required reviews.
  • Support BSA/AML compliance efforts by responding to compliance inquiries, monitoring flags, profile exceptions, unusual activity reviews, and matters requiring resolution or escalation.
  • Partner closely with internal departments, operations, compliance, and senior leadership to ensure client transactions and service requests are handled accurately and efficiently.
  • Escalate sensitive or complex client, operational, or compliance matters as appropriate.
  • Maintain accurate client records, documentation, and interaction notes within applicable systems.
  • Promote a client-focused, accountable, professional, and collaborative team culture.
  • Support departmental goals, service standards, process improvement initiatives, and special projects as assigned.
  • Travel as needed to meet with existing and prospective clients.

Qualifications
  • 6+ years of experience in personal banking, private banking, international banking, relationship management, private wealth, or a related financial services role.
  • Bachelor’s degree in Business, Finance, Business Administration, or a related field preferred.
  • Prior supervisory, team lead, mentoring, or staff oversight experience within a banking or financial services environment preferred.
  • Strong understanding of banking operations, account management, client onboarding, and relationship management practices.
  • Working knowledge of KYC, CIP/CDD, BSA/AML, beneficial ownership, Customer Due Diligence, and related regulatory requirements.
  • Demonstrated ability to manage and grow client relationships while maintaining strong service standards and compliance discipline.
  • Strong business development skills with the ability to identify opportunities for relationship expansion and cross-selling.
  • Excellent communication, organization, follow-up, and interpersonal skills.
  • Ability to manage multiple priorities in a fast-paced, professional, and highly regulated environment.
  • Bilingual English and Spanish preferred.
  • Strong attention to detail, discretion, professionalism, and commitment to service excellence.

Benefits
  • Competitive compensation from $125,000 to $145,000, depending on experience.
  • Opportunity to work with a respected international banking platform.
  • Exposure to sophisticated personal banking and high-net-worth client relationships.
  • Professional office environment in Miami, FL.
  • Leadership visibility and the opportunity to contribute to client service, business development, and team performance.
  • Additional benefits to be confirmed during the hiring process.

ttg Talent Solutions is an Equal Opportunity Employer and recruiting agency. We are committed to fostering an inclusive and diverse work environment and welcome applications from all qualified candidates regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.
All offers of employment are contingent upon the successful completion of a background check and any additional screenings required by our client. We are dedicated to maintaining a professional, safe, and respectful workplace for all.
At ttg, "We believe in making a difference One Person at a Time," ttg OPT.
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