Private Client Relationship Manager Tampa, FL
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Job Location:
Monthly Salary:
Posted on:
1 hour ago
Vacancies:
1 Vacancy
Job Summary
Private Client Relationship Manager Tampa FL
FinTrust Connect has partnered with a regional banking institution to identify a seasoned Private Client Relationship Manager. This is a high-impact client-facing advisory role with a focus on long-term wealth stewardship rather than transactional selling. The institution is committed to delivering integrated banking lending and wealth solutions to high-net-worth households.
Why this opportunity
- Culture: Relationship-first discretion-driven and intellectually rigorous environment focused on long-term client outcomes
- Workplace: On-site in Tampa FL
- Function: Serve as the primary advisor for complex multi-generational wealth clients integrating credit deposits and investment strategies across internal banking partners
Requirements:
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815 years of experience in private banking wealth management or trust and estate planning
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Bachelors degree required
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FINRA Series 7 and Series 65 or 66; Life Health and Variable insurance licenses; NMLS registration
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Strong preference for CFP credential
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Proven experience with HNW/UHNW households ($5MM$50MM net worth)
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Expertise in financial planning credit strategy trusts & estates and asset allocation
Description:
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Lead client advisory relationships with a high degree of discretion and long-term vision
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Serve as the central point of contact for HNW families coordinating across internal partners (credit investments trust mortgage etc.)
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Develop deep relationships with COIs (attorneys CPAs family offices) to drive new client introductions
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Advise on liquidity events estate transfers and full balance sheet management
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Present comprehensive financial plans and credit strategies tailored to client life transitions
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
