Private Client Manager

FinTrust Connect; Atlanta (GA); On-site; USD 150,000 - 230,000; Full time

Job summary

FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA. This senior, client-facing role focuses on acquiring new relationships and delivering holistic wealth solutions to high-net-worth individuals, families, business owners, and organizations.

You will serve as the relationship quarterback, advising clients across their balance sheet while coordinating banking, lending, treasury, investment, and wealth-planning specialists.

Qualifications

• Bachelor's degree required.
• 10+ years of experience in private banking, wealth management, or financial services.
• Proven success acquiring new clients, assets, deposits, and lending relationships.
• Strong community presence and an established network of prospective clients.

Responsibilities

• Acquire new high-net-worth client relationships by building trust and delivering thoughtful solutions.
• Generate measurable business results through new-client acquisition and growth of assets, deposits, loans, and fee-based relationships.
• Advise clients across their overall balance sheet, including asset allocation, investment management, credit, and liquidity needs.
• Provide business depository, treasury management, and lending solutions to organizations and business-owner clients.
• Coordinate internal specialists across investments, trust and estate planning, mortgage, credit, treasury management, and commercial banking.

Skills

Relationship management

Business development

Wealth planning

Credit & liquidity advisory

Education

Bachelor's degree

Job description

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:

• Bachelor's 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