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Private Client Relationship Manager -Atlanta, GA

FinTrust Connect · fintrustconnect.com
AtlantaLead / Manager
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The job in short

Private client relationship management in Atlanta.

Banking

Details

Found
32 d ago · posted 2026-10-03
Location
Atlanta, Georgia

Full 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

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