Private Client Relationship Manager -Jacksonville, FL
FinTrust Connect, Jacksonville, FL, United States
Senior Private Client Relationship Manager – Jacksonville, FL
FinTrust Connect has partnered with a well‑capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high‑impact, client‑facing advisory role focused on long‑term wealth stewardship and full balance‑sheet counsel, not transactional selling. The right candidate will serve as the relationship quarterback for high‑net‑worth families, coordinating integrated banking, lending, and wealth solutions.
Why this opportunity?
Culture:
Relationship‑first, discretion‑driven, intellectually rigorous environment centered on long‑term client outcomes
Workplace:
On‑site in Jacksonville, FL
Function:
Lead multi‑generational HNW relationships by integrating deposits, credit, and investment/trust strategies with internal specialists
Requirements
8+ years of experience in private banking / private client advisory / wealth management (senior, turnkey profile preferred)
Bachelor's degree required
Active FINRA Series 7 and Series 65/66
Life, Health & Variable licenses; NMLS registration
Strong preference for CFP
Demonstrated experience advising HNW/UHNW households ($5MM–$50MM+ net worth)
Ability to independently discuss (at a high level) estate planning concepts, market/economic conditions, asset allocation, and credit strategy, then coordinate execution with internal partners
Description
Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance‑sheet advice across deposits, lending, and wealth solutions
Coordinate internal partners across investments, trust/estate, mortgage, and credit to deliver integrated recommendations (you are the cornerstone of the relationship)
Maintain and grow a strong COI network (attorneys, CPAs, family offices) to drive high‑quality introductions
Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies
Success is measured across three core buckets:
Important: this is not a trading/execution seat; the role requires licensing and consultative acumen, while partnering with advisory/trust specialists for implementation
#J-18808-Ljbffr
FinTrust Connect has partnered with a well‑capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high‑impact, client‑facing advisory role focused on long‑term wealth stewardship and full balance‑sheet counsel, not transactional selling. The right candidate will serve as the relationship quarterback for high‑net‑worth families, coordinating integrated banking, lending, and wealth solutions.
Why this opportunity?
Culture:
Relationship‑first, discretion‑driven, intellectually rigorous environment centered on long‑term client outcomes
Workplace:
On‑site in Jacksonville, FL
Function:
Lead multi‑generational HNW relationships by integrating deposits, credit, and investment/trust strategies with internal specialists
Requirements
8+ years of experience in private banking / private client advisory / wealth management (senior, turnkey profile preferred)
Bachelor's degree required
Active FINRA Series 7 and Series 65/66
Life, Health & Variable licenses; NMLS registration
Strong preference for CFP
Demonstrated experience advising HNW/UHNW households ($5MM–$50MM+ net worth)
Ability to independently discuss (at a high level) estate planning concepts, market/economic conditions, asset allocation, and credit strategy, then coordinate execution with internal partners
Description
Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance‑sheet advice across deposits, lending, and wealth solutions
Coordinate internal partners across investments, trust/estate, mortgage, and credit to deliver integrated recommendations (you are the cornerstone of the relationship)
Maintain and grow a strong COI network (attorneys, CPAs, family offices) to drive high‑quality introductions
Advise clients through liquidity events, estate transfers, and life transitions with tailored planning and credit strategies
Success is measured across three core buckets:
Important: this is not a trading/execution seat; the role requires licensing and consultative acumen, while partnering with advisory/trust specialists for implementation
#J-18808-Ljbffr