Relationship Manager - Private Wealth

Location: Houston, TX — TX-Houston, 11 Greenway Plaza

Salary: $175,000–$225,000 annually for the Houston, TX market, based on experience, qualifications, and location; eligible candidates may also participate in incentive compensation, including a discretionary bonus.

Company

hirify.global is a relationship-oriented bank focused on helping clients with sophisticated financial and wealth management needs.

What you will do

• Manage a portfolio of high-net-worth clients, supporting retention, continued business growth, investment objectives, and firm policies.
• Acquire new clients with complex financial needs through business development, networking, community involvement, and collaboration with Business Development Officers.
• Grow direct revenue, achieve revenue goals, manage expenses, and monitor portfolio profitability.
• Use investment and wealth advisory expertise to deliver tailored client solutions and a high-touch service experience.
• Participate in client events and collaborate across internal teams to support relationships and new business development.
• Maintain operational, regulatory, and compliance risk controls across all activities.

Requirements

• Bachelor’s degree required.
• 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Strong understanding of investment products and strategies for sophisticated, high-net-worth clients.
• Financial analysis skills and the ability to advise on complex, high-value relationships.
• Demonstrated ability to cultivate lasting client relationships and deliver tailored recommendations.
• Confidence presenting to small and large audiences, with excellent written communication skills for professional proposals and presentations.
• Professionalism, sound judgment, client focus, and a strong understanding of operational, regulatory, and compliance requirements.
• Commitment to trust, teamwork, and accountability.
• Legal eligibility to work at the specified location is required; a valid work or study permit may be required where applicable.

Nice to have

• Advanced certification or qualification such as an MBA, CFA, CPA, or CFP.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and a broad benefits program.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, vacation, and holidays, plus wellbeing support.
• 401(k), recognition programs, and additional team member perks.
• Inclusive work environment with accessible candidate support and opportunities for professional growth and development.

Hiring process

• The application process may include an attribute-based assessment and skills tests such as simulation, coding, or MS Office assessments.