Private Client Relationship Manager -Tampa, FL

Private Client Relationship Manager
-Tampa, FL

Private Client Relationship Manager – Tampa, FL

Fin Trust 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.

• 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

8–15+ years of experience in private banking, wealth management, or trust and estate planning

Bachelor's degree required

FINRA Series び, and Series 65 or 66toj ;
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 αγορά, and asset allocation

Lead client advisory relationships with a high degree  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