Private Client Relationship Manager

First Horizon Bank; Mount Pleasant (SC); In loco; USD 110.000 - 170.000; Tempo pieno

Descrizione del lavoro

First Horizon Bank in Mount Pleasant, SC, is seeking a Senior Private Client Relationship Manager to develop and manage a portfolio of affluent clients.

You will deliver full balance sheet advice through a team-based approach, offering customized banking, lending, and wealth solutions aligned with First Horizon’s client service excellence.

Competenze

• Bachelor’s degree required.
• Minimum of 10 years of experience in financial services, preferably private banking, wealth management or commercial banking.
• Proven track record managing affluent and high-net-worth client relationships.
• Advanced credit knowledge and experience structuring complex lending solutions.
• Strong understanding of deposit, credit, and investment products.
• Demonstrated success in a goal-oriented, performance-driven environment.
• Excellent interpersonal, presentation, and relationship management skills.
• Proficiency in Microsoft Office and CRM tools.
• Must comply with SAFE Act requirements within 30 days of employment.

Mansioni

• Manage and grow a portfolio of high-value clients by deepening relationships and acquiring new ones through proactive outreach and personalized financial solutions.
• Serve as a trusted financial advisor by understanding each client’s financial situation, goals, and needs.
• Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
• Collaborate with cross-functional partners to deliver an integrated client experience.
• Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
• Maintain a strong presence in the community to generate referrals and build new client relationships.
• Stay informed on economic, legal, and market trends impacting clients.

Conoscenze

Client relationships

Credit knowledge

Sales & growth

Interpersonal skills

CRM tools

Formazione

Bachelor’s degree

Strumenti

Microsoft Office

CRM software

Descrizione del lavoro

Location: Onsite at location listed on posting.

The Private Client Relationship Manager (PCRM) Sr. is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM Sr. delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
• Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
• Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
• Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.
• Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
• Maintain a strong presence in the community to generate referrals and build new client relationships.
• Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
• Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
• Ensure compliance with regulatory requirements and internal policies, completing required training on time.
• Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.

SUPERVISORY RESPONSIBILITIES

1. No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

• Bachelor’s degree
• Minimum of 10 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
• Proven record managing affluent and high-net-worth client relationships
• Advanced credit knowledge and experience structuring complex lending solutions
• Strong understanding of deposit, credit, and investment products
• Demonstrated success in a goal-oriented, performance-driven environment
• Excellent interpersonal, presentation, and relationship management skills
• Proficiency in Microsoft Office and CRM tools
• Must comply with SAFE Act requirements within 30 days of employment

CERTIFICATES, LICENSES, REGISTRATIONS

• FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)