Private Client Relationship Manager

FinTrust Connect has partnered with a high-performing regional banking institution to identify top talent for a Private Client Relationship Manageropportunity focused on affluent and high-net-worth client relationships. This role is ideal for an established senior relationship-oriented banker who can move beyond a traditional lending model to deliver planning-led relationships spanning credit deposits and wealth management.

• Culture: Relationship-driven collaborative environment focused on long-term client value thoughtful financial planning and building deeper connections across banking and wealth services.
• Workplace: On-site in Atlanta GA
• Function: Develop and expand private banking relationships by integrating lending deposit and wealth management solutions for affluent and high-net-worth clients.

• Significant experience in private banking wealth management commercial banking or a closely related relationship-management role
• Demonstrated ability to originate and manage affluent or high-net-worth client relationships
• Proven production across lending and deposit relationships with the ability to identify opportunities for broader wealth and investment engagement
• Experience developing approximately $10M in annual deposits and $10M$12M in annual funded loans is highly attractive
• Demonstrated success generating or referring assets under management; expectations will vary based on client mix and market opportunity
• Strong consultative and financial-planning mindset with the ability to uncover needs beyond individual banking products
• Series 7 Series 63 CFP or similar credentials are attractive
• Candidates actively working toward relevant securities or planning credentials may also be considered
• Strong knowledge of credit deposit investment and wealth-management solutions serving affluent clients
• Established relationship-building and business-development capabilities within the Atlanta market are preferred

• Manage a portfolio of affluent and high-net-worth client relationships with an emphasis on comprehensive planning-led financial solutions
• Develop new private banking relationships through professional networks referrals centers of influence and targeted business-development activity
• Originate lending opportunities while maintaining a balanced approach to deposit growth and wealth-management engagement
• Generate approximately $10M in annual deposit growth and $10M$12M in annual funded loan production based on market conditions and portfolio opportunity
• Identify opportunities to expand client relationships into investment management financial planning trust and other wealth-related services
• Coordinate with wealth advisors investment professionals credit partners and other internal specialists to deliver integrated client solutions
• Conduct comprehensive relationship reviews to understand liquidity borrowing investment estate-planning and broader financial objectives
• Analyze client financial information and structure appropriate credit and banking solutions within established risk parameters
• Maintain a disciplined pipeline of prospective relationships lending opportunities deposits and wealth referrals
• Lead relationship strategy for assigned clients and serve as a primary point of contact across banking and wealth-management needs
• Collaborate cross-functionally with credit wealth management treasury operations and risk teams to deliver a seamless client experience
• Maintain appropriate licensing regulatory standards documentation and internal compliance requirements
• Report to senior private banking leadership and contribute to the continued evolution of a broader wealth-oriented private banking model