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Private Client Account Jobs (NOW HIRING)

HUB

Private Client Account Manager

Longview, TX · On-site

Prepares annual review reports and conducts client meetings to review the insurance program and ... Develops new business from existing accounts and assigned leads, and contributes to meeting ...

HUB

Private Client Account Manager

Austin, TX · On-site

Prepares annual review reports and conducts client meetings to review the insurance program and ... Develops new business from existing accounts and assigned leads, and contributes to meeting ...

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How much do private client account jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for private client account in the United States is $56.25, according to ZipRecruiter salary data. Most workers in this role earn between $28.85 and $70.19 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Client Account Manager, and why are they important?

To thrive as a Private Client Account Manager, you need a solid understanding of financial products, wealth management principles, and a relevant degree or certification such as CFP or CFA. Experience with CRM software, portfolio management platforms, and compliance systems is typically required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and long-term relationships with high-net-worth clients. These skills are crucial for delivering personalized service, managing complex client needs, and ensuring regulatory compliance in a competitive financial environment.

What are some common challenges faced by Private Client Account professionals, and how can they be addressed?

Private Client Account professionals often encounter challenges such as managing complex client portfolios, staying up-to-date on regulatory changes, and maintaining strong client relationships. Balancing personalized service with efficient account management can be demanding, especially when clients have diverse financial goals and expectations. To address these challenges, professionals should prioritize continuous learning, leverage technology for portfolio tracking, and communicate proactively with clients to build trust and transparency.

How to be a J.P. Morgan private client?

To become a J.P. Morgan private client, individuals typically need to meet certain wealth thresholds and establish a relationship with the firm’s private banking division. This often involves demonstrating significant assets under management, providing financial documentation, and working with a dedicated private banker who offers personalized financial services and investment advice.

What are Private Client Accounts?

Private Client Accounts are specialized financial accounts managed by financial institutions or wealth management firms for high-net-worth individuals (HNWIs). These accounts typically offer personalized investment strategies, dedicated client service, and access to exclusive financial products or services. The goal is to help clients grow, manage, and protect their wealth through tailored solutions, such as investment management, estate planning, and tax optimization. Private client account managers work closely with clients to understand their financial goals and provide ongoing advice and support.

What jobs make $1,000,000 a year?

In the context of private client accounts, high-earning roles such as private bankers, wealth managers, and senior financial advisors can earn over $1 million annually through a combination of salary, bonuses, and commissions. These positions typically require extensive experience, strong client relationships, and advanced certifications like the CFA or CFP. Success in these roles often depends on the size of the client portfolio and performance-based incentives.

What is the difference between Private Client Account vs Private Client Advisor?

AspectPrivate Client AccountPrivate Client Advisor
CredentialsTypically requires financial certifications like CFP or CFARequires similar certifications, often with additional licensing
Work EnvironmentFinancial institutions, banks, or wealth management firmsFinancial advisory firms, banks, or independent practices
Employer & Industry UsageUsed by banks and wealth management companies to denote client accountsRefers to professionals providing personalized financial advice to high-net-worth clients

In summary, a Private Client Account refers to the specific account held by high-net-worth clients within financial institutions, while a Private Client Advisor is the professional who manages and provides personalized financial advice for these clients. Both roles require similar credentials and are integral to wealth management services.

How much do private client bankers make?

Private client bankers typically earn a base salary ranging from $60,000 to $100,000 annually, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced bankers with a strong client base and relevant certifications may earn over $150,000 per year. Compensation varies based on location, experience, and the size of the institution.
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Private Client Account jobs near you
Infographic showing various Private Client Account job openings in the United States as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $117,000 per year, or $56.2 per hour.
Private Client Account Manager

Private Client Account Manager

HUB

Longview, TX • On-site

Full-time

Medical, Life

Posted 12 days ago

Job description

About HUB International

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 21,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Why Choose HUB?

Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Job Duties:

  • Manages a book of personal line insurance business focused on affluent clients, while acting with a degree of independent discretion, autonomy, and decision-making.
  • Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
  • Works closely with sales producer and other HUB team members on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.
  • Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.

Qualifications:

  • Experience working with high net worth insurance carriers
  • Experience working with large Personal Lines accounts and affluent clients
  • Experience working with farm & ranch accounts and middle market accounts highly desired
  • Experience and demonstrated proficiency in an insurance Account Management role.
  • Excellent oral and written communications skills.
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • High School diploma or equivalent; college degree preferred.
  • Holds current Texas General P&C License

#LI-KP1

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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