Private Client Relationship Manager -Ft. Myers, FL
FinTrust Connect, Fort Myers, FL, United States
Senior Private Client Relationship Manager – Orlando, 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 Orlando, 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)
Bachelors 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
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Why this opportunity?
Culture:
Relationship-first, discretion-driven, intellectually rigorous environment centered on long-term client outcomes
Workplace:
On-site in Orlando, 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)
Bachelors 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