Job Description

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

• 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