Job Description
Job Description
Private Client Relationship Manager – Tampa, FL
FinTrust Connect has partnered with a regional banking institution to identify a seasoned Private Client Relationship Manager. This is a high-impact, client-facing advisory role with a focus on long-term wealth stewardship rather than transactional selling. The institution is committed to delivering integrated banking, lending, and wealth solutions to high-net-worth households.
Why this opportunity?
- Culture: Relationship-first, discretion-driven, and intellectually rigorous environment focused on long-term client outcomes
- Workplace: On-site in Tampa, FL
- Function: Serve as the primary advisor for complex, multi-generational wealth clients, integrating credit, deposits, and investment strategies across internal banking partners
Requirements:
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8–15+ years of experience in private banking, wealth management, or trust and estate planning
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Bachelor's degree required
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FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration
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Strong preference for CFP credential
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Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth)
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Expertise in financial planning, credit strategy, trusts & estates, and asset allocation
Description:
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Lead client advisory relationships with a high degree of discretion and long-term vision
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Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.)
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Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions
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Advise on liquidity events, estate transfers, and full balance sheet management
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Present comprehensive financial plans and credit strategies tailored to client life transitions