JobRaahGet matched free

Jobs

Private Client Relationship Manager -Atlanta, GA

FinTrust Connect · Atlanta, Georgia, United States · On-site

Apply with JobRaah

Sign up free: we match you to jobs like this, tailor your application and fill the form. 2 free applications every day.

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…