Private Client Relationship Manager

FinTrust Connect Careers; Atlanta (GA); On-site; USD 120,000 - 230,000; Full time

Job summary

FinTrust Connect Careers is partnering with a high-performing regional banking institution to recruit a Private Client Relationship Manager in Atlanta, GA. The role focuses on affluent clients and planning-led solutions across lending, deposits, and wealth management.

The candidate should bring senior relationship experience, strong business development skills, and knowledge of credit, investments, and wealth services.

Qualifications

• 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

Responsibilities

• 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

Skills

Private banking

Wealth management

Relationship management

Business development

Credit & lending knowledge

Financial planning mindset

Series 7/63/CFP attractive

Job description

Private Client Relationship Manager -Atlanta, GA

FinTrust Connect has partnered with a high-performing regional banking institution to identify top talent for a Private Client Relationship Manager opportunity 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.

Why this opportunity?

• 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.

Requirements:

• 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

Description:

• 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