FinTrust Connect
Private Client Relationship Manager -Tampa, FL
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: 8–15+ years of experience in private banking, wealth management, or trust and estate planning
Bachelor's degree required
FINRA Series び, and Series 65 or 66toj ; Life, Health, and Variable insurance licenses; NMLS registration
Strong preference for CFP credential
Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth)
Expertise in financial planning, credit strategy, trusts αγορά, and asset allocation
Description: Lead client advisory relationships with a high degree of_ticks discretion and long-term vision
Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.)
Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions
Advise on liquidity events, estate transfers, and full balance sheet management
Present comprehensive financial plans and credit strategies tailored to client life transitions
#J-18808-Ljbffr
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: 8–15+ years of experience in private banking, wealth management, or trust and estate planning
Bachelor's degree required
FINRA Series び, and Series 65 or 66toj ; Life, Health, and Variable insurance licenses; NMLS registration
Strong preference for CFP credential
Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth)
Expertise in financial planning, credit strategy, trusts αγορά, and asset allocation
Description: Lead client advisory relationships with a high degree of_ticks discretion and long-term vision
Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.)
Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions
Advise on liquidity events, estate transfers, and full balance sheet management
Present comprehensive financial plans and credit strategies tailored to client life transitions
#J-18808-Ljbffr