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$29K

$57.4K

$98K

How much do private client relationship jobs pay per year?

As of Jul 10, 2026, the average yearly pay for private client relationship in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

How much does a BRM make at Chase?

A Private Client Relationship Manager (BRM) at Chase typically earns a salary ranging from $70,000 to $120,000 annually, depending on experience, location, and performance. Compensation may also include bonuses and benefits related to client management and financial advising skills.

Is an RM role stressful?

A Private Client Relationship Manager role can be stressful due to managing high-net-worth clients, meeting strict deadlines, and maintaining client satisfaction. The job often requires strong communication skills, attention to detail, and the ability to handle complex financial information under pressure.

What is the difference between Private Client Relationship vs Financial Advisor?

AspectPrivate Client RelationshipFinancial Advisor
CredentialsTypically requires certifications like CFP, CFA, or similarOften holds CFP, CFA, or other financial planning certifications
Work EnvironmentPrivate banks, wealth management firms, or boutique advisory firmsFinancial planning firms, banks, or independent practices
Employer & IndustryWealth management, private banking, financial servicesFinancial services, investment advisory, wealth management
Search & Comparison IntentClients seeking personalized wealth management servicesIndividuals seeking financial planning and investment advice

Private Client Relationship roles focus on managing high-net-worth clients' wealth, emphasizing personalized service and relationship management. Financial Advisors provide comprehensive financial planning and investment advice, often working with a broader client base. While both roles require similar credentials and operate within the financial industry, their primary focus and client interaction differ.

What does a private client relationship manager do?

A private client relationship manager oversees and maintains relationships with high-net-worth clients, providing personalized financial advice, investment management, and estate planning services. They often coordinate with other financial professionals and require strong communication, client service skills, and relevant certifications such as CFP or CFA.

What jobs pay 4000 a week without a degree?

Private client relationship roles typically do not pay $4,000 weekly without relevant experience or specialized skills. High-paying jobs that can reach this level without a degree are rare and often involve sales, entrepreneurship, or skilled trades, but they usually require significant expertise, certifications, or a strong network. Most roles offering such income levels demand experience, performance-based incentives, or entrepreneurial effort.

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

To thrive as a Private Client Relationship Manager, you need a solid background in finance or banking, strong analytical skills, and relevant qualifications such as a bachelor’s degree in finance or business. Familiarity with wealth management platforms, CRM systems, and regulatory compliance certifications like Series 7 or CFP are often required. Exceptional interpersonal skills, discretion, and proactive communication help build trust and maintain long-term client relationships. These capabilities are crucial for delivering tailored financial solutions, ensuring regulatory adherence, and fostering client loyalty in a competitive market.

What are some typical challenges faced by Private Client Relationship professionals, and how can they be managed effectively?

Private Client Relationship professionals often navigate the challenges of balancing multiple high-net-worth clients' expectations, staying updated on financial regulations, and providing personalized financial solutions. Managing these challenges requires strong communication skills, attention to detail, and the ability to build trust over time. Collaborating closely with internal teams such as investment managers and compliance officers helps streamline processes and ensure clients receive timely, accurate advice. Staying proactive and regularly engaging clients also contributes to long-lasting, successful relationships.

What is a Private Client Relationship Manager?

A Private Client Relationship Manager is a financial professional who works with high-net-worth individuals to manage their banking, investment, and financial planning needs. They provide personalized service, including portfolio management, wealth planning, and tailored financial advice. These managers act as the main point of contact for clients, ensuring their financial goals are met while maintaining strong relationships. Their role often involves coordinating with specialists in lending, estate planning, and tax strategies to deliver comprehensive solutions. This position requires strong interpersonal skills, financial expertise, and a deep understanding of clients’ unique financial situations.
More about Private Client Relationship jobs
What cities are hiring for Private Client Relationship jobs? Cities with the most Private Client Relationship job openings:
What job categories do people searching Private Client Relationship jobs look for? The top searched job categories for Private Client Relationship jobs are:
Private Client Relationship jobs near you
Infographic showing various Private Client Relationship job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Private Client Relationship Manager

EPIC Brokers

Melville, NY • Hybrid

$115/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

LOCATION: Melville, NY, Bridgehampton, NY, Jersey city, NJ, Summit, NJ  Hybrid position

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times.  The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position.

Responsibilities

  • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients.
  • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team.
  • Actively participate in thought leadership as EPIC grows and optimizes the private client practice
  • Provide mentorship and leadership to Private Client Associates
  • Develop cooperative and professional relationships with our carriers.
  • Manage renewal activity from start to close.
  • Deliver complete and accurate renewal reviews according to agency guidelines.
  • Look for sales opportunities by account rounding and selling additional coverage.
  • Assume ownership of customer concerns and feedback until completion.
  • Remarket accounts according to agency guidelines or at the request of the producer or insured.
  • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed.
  • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership.
  • Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards.

Education and Experience

  • High School / GED Education required / P&C Insurance License required
  • 5 + years Client Management Experience
  • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
  • Sagitta (ATS) and ImageRight experience is preferred.

Skills and Abilities

  • Possess excellent written, verbal, and organizational skills.
  • Must be able to work within a team environment.
  • Account Executives are expected to avoid E&O situations.
  • Demonstrate a sense of urgency when responding to an inquiry.
  • Must possess the ability to multi-task and prioritize multiple projects.
  • Must possess attention to detail.
  • Must be punctual and reliable.
  • Must be able to keep information confidential.

COMPENSATION: 

The national average salary for this role is $85 000.00 - $115 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:

  • Generous Paid Time off
    • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
  • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
  • Generous employee referral bonus program of $1,500 per hired referral
  • Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
  • Employee Resource Groups: Women's Coalition, EPIC Veterans Group
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
  • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
  • EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
  • We're in the top 10 of property/casualty agencies according to "Insurance Journal"

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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