Overview
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 7, and Series 65 or 66; 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 & estates, and asset allocation Description
Lead client advisory relationships with a high degree of 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
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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 7, and Series 65 or 66; 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 & estates, and asset allocation Description
Lead client advisory relationships with a high degree of 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