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Open nowFirst seen 3 days ago

Private Client Relationship Manager -Atlanta, GA

FinTrust Connect34 open roles

Where
Atlanta, Georgia, United States
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Your applicationOpen nowPrivate Client Relationship Manager -Atlanta, GAFinTrust Connect · Atlanta, Georgia, United States

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on FinTrust Connect's own form.

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

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
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