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Senior relationship manager vs portfolio manager

The differences between senior relationship managers and portfolio managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a senior relationship manager and a portfolio manager. Additionally, a portfolio manager has an average salary of $114,671, which is higher than the $112,626 average annual salary of a senior relationship manager.

The top three skills for a senior relationship manager include business development, financial services and financial statements. The most important skills for a portfolio manager are portfolio management, customer service, and risk management.

Senior relationship manager vs portfolio manager overview

Senior Relationship ManagerPortfolio Manager
Yearly salary$112,626$114,671
Hourly rate$54.15$55.13
Growth rate17%17%
Number of jobs55,25943,192
Job satisfaction--
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 71%
Average age4646
Years of experience88

What does a senior relationship manager do?

A senior relationship manager is responsible for handling clients and customer relationships, ensuring that the team provides the highest quality service for the customers to maintain the company's excellent reputation and operational efficiency. Senior relationship managers analyze current market trends to identify business opportunities that meet the clients' demands and public interests, generating resources for revenues, and increasing the company's profitability. They also assist the marketing and sales team in developing promotional strategies for brand awareness to attract potential clients and create business partnerships.

What does a portfolio manager do?

A portfolio manager is responsible for managing the clients' investment portfolios to advise them of the best investment plans to achieve their financial goals and objectives. Portfolio managers determine the most suitable options by evaluating the clients' credit score and risk potential and the client's financial background. A portfolio manager should be highly knowledgeable and updated with the recent financial industry changes to decide on investment plans with maximum returns.

Senior relationship manager vs portfolio manager salary

Senior relationship managers and portfolio managers have different pay scales, as shown below.

Senior Relationship ManagerPortfolio Manager
Average salary$112,626$114,671
Salary rangeBetween $78,000 And $161,000Between $66,000 And $198,000
Highest paying CitySan Francisco, CAStamford, CT
Highest paying stateNew YorkConnecticut
Best paying companyBloombergThe Citadel
Best paying industryFinanceFinance

Differences between senior relationship manager and portfolio manager education

There are a few differences between a senior relationship manager and a portfolio manager in terms of educational background:

Senior Relationship ManagerPortfolio Manager
Most common degreeBachelor's Degree, 74%Bachelor's Degree, 71%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Senior relationship manager vs portfolio manager demographics

Here are the differences between senior relationship managers' and portfolio managers' demographics:

Senior Relationship ManagerPortfolio Manager
Average age4646
Gender ratioMale, 64.4% Female, 35.6%Male, 66.6% Female, 33.4%
Race ratioBlack or African American, 7.6% Unknown, 4.1% Hispanic or Latino, 14.6% Asian, 10.2% White, 63.2% American Indian and Alaska Native, 0.3%Black or African American, 7.5% Unknown, 4.1% Hispanic or Latino, 14.4% Asian, 10.1% White, 63.6% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between senior relationship manager and portfolio manager duties and responsibilities

Senior relationship manager example responsibilities.

  • Manage 350 mid-market corporate accounts in healthcare, government and commercial industries nationwide with annual sales of $5M dollars.
  • Lead successful effort to establish first large-scale U.S. corporate treasury management relationship.
  • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
  • Coordinate and direct cross sell opportunities with relate business lines including treasury management, leasing, capital markets and investment services.
  • Provide thought leadership and client services in CRM to support $150MM revenue growth with clients.
  • Charge with handling client retention, client satisfaction, relationship profitability and identifying cross-selling opportunities.
  • Show more

Portfolio manager example responsibilities.

  • Manage ongoing existing client needs and assist in credit structuring at loan origination.
  • Manage over $900M in U.S. Equities and fixed-income; are simultaneously responsible for monitoring over $1.4b in global assets
  • Manage governance, engage stakeholders and communicate budget impact to senior management.
  • Conduct post-promotion analysis and manage financial reporting to ensure favorable ROI for clients.
  • Create PowerPoint presentation books for clients.
  • Facilitate internal, external, GAAP audits.
  • Show more

Senior relationship manager vs portfolio manager skills

Common senior relationship manager skills
  • Business Development, 7%
  • Financial Services, 6%
  • Financial Statements, 6%
  • Cross-Selling, 6%
  • SR, 6%
  • Relationship Management, 4%
Common portfolio manager skills
  • Portfolio Management, 10%
  • Customer Service, 9%
  • Risk Management, 5%
  • Project Management, 5%
  • Financial Statements, 5%
  • Real Estate, 5%

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