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Treasury

About the job

Private Client Relationship Manager -Atlanta, GA

FinTrust Connect has partnered with a high-performing regional banking institution to identify top talent for a Private Client Relationship Manager opportunity focused on affluent and high-net-worth client relationships. This role is ideal for an established, senior relationship-oriented banker who can move beyond a traditional lending model to deliver planning-led relationships spanning credit, deposits, and wealth management.

Why this opportunity?

Culture: Relationship-driven, collaborative environment focused on long-term client value, thoughtful financial planning, and building deeper connections across banking and wealth services.

Workplace: On-site in Atlanta, GA

Function: Develop and expand private banking relationships by integrating lending, deposit, and wealth management solutions for affluent and high-net-worth clients.

Requirements:

Significant experience in private banking, wealth management, commercial banking, or a closely related relationship-management role

Demonstrated ability to originate and manage affluent or high-net-worth client relationships

Proven production across lending and deposit relationships, with the ability to identify opportunities for broader wealth and investment engagement

Experience developing approximately $10M in annual deposits and $10M–$12M in annual funded loans is highly attractive

Demonstrated success generating or referring assets under management; expectations will vary based on client mix and market opportunity

Strong consultative and financial-planning mindset with the ability to uncover needs beyond individual banking products

Series 7, Series 63, CFP, or similar credentials are attractive

Candidates actively working toward relevant securities or planning credentials may also be considered

Strong knowledge of credit, deposit, investment, and wealth-management solutions serving affluent clients

Established relationship-building and business-development capabilities within the Atlanta market are preferred

Description:

Manage a portfolio of affluent and high-net-worth client relationships with an emphasis on comprehensive, planning-led financial solutions

Develop new private banking relationships through professional networks, referrals, centers of influence, and targeted business-development activity

Originate lending opportunities while maintaining a balanced approach to deposit growth and wealth-management engagement

Generate approximately $10M in annual deposit growth and $10M–$12M in annual funded loan production, based on market conditions and portfolio opportunity

Identify opportunities to expand client relationships into investment management, financial planning, trust, and other wealth-related services

Coordinate with wealth advisors, investment professionals, credit partners, and other internal specialists to deliver integrated client solutions

Conduct comprehensive relationship reviews to understand liquidity, borrowing, investment, estate-planning, and broader financial objectives

Analyze client financial information and structure appropriate credit and banking solutions within established risk parameters

Maintain a disciplined pipeline of prospective relationships, lending opportunities, deposits, and wealth referrals

Lead relationship strategy for assigned clients and serve as a primary point of contact across banking and wealth-management needs

Collaborate cross-functionally with credit, wealth management, treasury, operations, and risk teams to deliver a seamless client experience

Maintain appropriate licensing, regulatory standards, documentation, and internal compliance requirements

Report to senior private banking leadership and contribute to the continued evolution of a broader, wealth-oriented private banking model