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Wealth Management Client Relationship Manager Jobs in Raleigh, NC

Ernest

Client Relationship Manager

Raleigh, NC

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Raleigh, NC Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

Ernest

Client Relationship Manager

Raleigh, NC · On-site

Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Raleigh, NC Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Commissions | Bonuses | Benefits ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serving as the primary relationship manager for affluent individuals and families, the position ... Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through ...

First Citizens

Wealth Consultant

Raleigh, NC · On-site

$110 - $190/hr

Serving as the primary relationship manager for affluent individuals and families, the position ... Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... Establish and maintain effective relationships and provide client service that builds satisfaction ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Serves as a primary relationship manager for high net worth clients and families, while ... Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through ...

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Wealth Management Client Relationship Manager information

See Raleigh, NC salary details

$28.2K

$55.8K

$95.3K

How much do wealth management client relationship manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth management client relationship manager in Raleigh, NC is $55,781.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $63,200.00 per year, depending on experience, location, and employer.

What does a wealth management client relationship manager do?

A Wealth Management Client Relationship Manager serves as the primary point of contact between clients and a financial institution's wealth management division. They work closely with clients to understand their financial goals, provide personalized investment advice, and coordinate with specialists to deliver a range of financial services. Their responsibilities also include building long-term relationships, monitoring clients' portfolios, and ensuring a high standard of service to help clients achieve their financial objectives.

What are the key skills and qualifications needed to thrive as a wealth management client relationship manager?

To thrive as a Wealth Management Client Relationship Manager, you need in-depth knowledge of financial products, investment strategies, and a relevant degree—often supported by FINRA Series 7/66 or similar certifications. Familiarity with CRM platforms, portfolio management software, and financial planning tools is typically required. Exceptional interpersonal skills, active listening, and trust-building abilities set top performers apart in client-facing situations. These skills and qualities are essential for providing tailored financial advice, fostering lasting client relationships, and driving business growth.

How does a wealth management client relationship manager typically collaborate with internal teams to serve clients effectively?

As a Wealth Management Client Relationship Manager, you will regularly collaborate with financial advisors, portfolio managers, and product specialists to deliver comprehensive solutions tailored to each client's needs. This role often involves coordinating portfolio reviews, communicating client feedback, and ensuring seamless execution of financial strategies. Effective teamwork and clear communication are crucial, as you act as the main point of contact, facilitating interactions between clients and various internal departments to address inquiries and ensure client satisfaction.

What is the difference between Wealth Management Client Relationship Manager vs Financial Advisor?

AspectWealth Management Client Relationship ManagerFinancial Advisor
CertificationsTypically required to have CFP, Series 7, Series 66Often holds CFP, Series 7, Series 66, or other licenses
Work EnvironmentBanking or wealth management firms, client officesIndependent or firm-based, client meetings, offices
Primary FocusClient service, relationship management, onboardingFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, private banking, wealth management firmsFinancial planning firms, independent advisors, banks

While both roles involve working with clients to manage finances, the Wealth Management Client Relationship Manager primarily focuses on maintaining client relationships and onboarding, whereas the Financial Advisor provides detailed financial planning and investment advice. The roles often overlap but differ in scope and responsibilities.

What are popular job titles related to Wealth Management Client Relationship Manager jobs in Raleigh, NC?

For Wealth Management Client Relationship Manager jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Wealth Management Client Relationship Manager jobs in Raleigh, NC look for?

The top searched job categories for Wealth Management Client Relationship Manager jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Wealth Management Client Relationship Manager jobs?

Cities near Raleigh, NC with the most Wealth Management Client Relationship Manager job openings:

Wealth Management Client Relationship Manager jobs near you
Infographic showing various Wealth Management Client Relationship Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $55,781 per year, or $26.8 per hour.

Private Client Relationship Manager Senior

First Horizon Bank

Chapel Hill, NC

Part-time

Posted 11 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

38th of 171 rated banks

Job description

Location: Onsite at location listed on posting. 

Summary 

The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM Sr. delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.

Essential Duties and Responsibilities 

  • Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
  • Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
  • Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
  • Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
  • Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.
  • Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements and internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
SUPERVISORY RESPONSIBILITIES

  1. No supervisory responsibilities

    QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • Bachelor’s degree
  • Minimum of 10 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
  • Proven record managing affluent and high-net-worth client relationships
  • Advanced credit knowledge and experience structuring complex lending solutions
  • Strong understanding of deposit, credit, and investment products
  • Demonstrated success in a goal-oriented, performance-driven environment
  • Excellent interpersonal, presentation, and relationship management skills
  • Proficiency in Microsoft Office and CRM tools

  • Must comply with SAFE Act requirements within 30 days of employment

    CERTIFICATES, LICENSES, REGISTRATIONS

  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

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