Senior Private Client Relationship Manager Atlanta, GA

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a Senior Private Client Relationship Manager in Atlanta. This is a senior client-facing growth and advisory role focused on acquiring new relationships and delivering holistic solutions to high-net-worth individuals families business owners and organizations.

The successful candidate will serve as the relationship quarterback advising clients across their complete balance sheet while coordinating banking lending treasury management investment and wealth-planning specialists.

Why this opportunity

• Culture: Relationship-first client-centered environment that values sound judgment initiative collaboration and long-term client outcomes

• Workplace: On-site in Atlanta GA

• Function: Develop new relationships attract new assets and deliver integrated private banking and wealth solutions to high-net-worth clients and business organizations

Requirements:

• Bachelors degree required
• 10 years of experience in private banking wealth management or financial services
• Demonstrated success acquiring new clients assets deposits and lending relationships
• Strong community presence and an established network of prospective clients and centers of influence
• Experience advising clients across investments wealth planning credit banking and liquidity needs
• Strong business acumen with the ability to understand both personal and business balance sheets
• Series 7 Series 66 and applicable insurance licenses preferred; may be obtained after employment
• Must meet all applicable S.A.F.E. Mortgage Licensing Act and background credit-check requirements

Description:

• Acquire new high-net-worth client relationships by building trust understanding complex needs and delivering thoughtful solutions
• Generate measurable business results through new-client acquisition and the growth of assets deposits loans and fee-based relationships
• Advise clients across their overall balance sheet including asset allocation investment management wealth planning credit deposits and banking needs
• Provide business depository treasury management and business lending solutions to organizations and business-owner clients
• Apply a holistic goals-based planning approach that addresses clients short- medium- and long-term objectives
• Coordinate internal specialists across investments trust and estate planning mortgage credit treasury management and commercial banking
• Connect clients with appropriate capabilities across the institution
• Build and maintain productive relationships with attorneys CPAs family offices and other centers of influence
• Deliver an exceptional client experience while complying with all risk regulatory and control requirements