Private Client Relationship Manager -Atlanta, GA
On-siteAtlanta, Georgia, United States
Job Summary
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, 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. 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.
Required Qualifications
- 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
- Strong consultative and financial-planning mindset with the ability to uncover needs beyond individual banking products
- Strong knowledge of credit, deposit, investment, and wealth-management solutions serving affluent clients
- Established relationship-building and business-development capabilities within the Atlanta market
- 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
- 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
- On-site in Atlanta, GA
Desired Qualifications
- Experience developing approximately $10M in annual deposits and $10M–$12M in annual funded loans
- Demonstrated success generating or referring assets under management
- Series 7, Series 63, CFP, or similar credentials
- Candidates actively working toward relevant securities or planning credentials
- Established relationship-building and business-development capabilities within the Atlanta market are preferred
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