Senior Private Banker & Wealth Solutions Leader

First Horizon Corp.; Chattanooga (TN); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

First Horizon Corp. is seeking a Private Client Relationship Manager to develop and manage a portfolio of affluent clients, delivering full balance sheet advice through a team-based approach with banking, lending, and wealth solutions aligned with First Horizon’s service excellence.

The role emphasizes deep client understanding, cross-functional collaboration, and growth through deposits, loans, and fee income, while maintaining strong community presence and regulatory compliance.

Qualifications

• Bachelor’s degree required.
• 1–3 years in financial services, private banking, wealth management or commercial banking.
• Proven record managing affluent and high-net-worth client relationships.
• Advanced credit knowledge and ability to structure complex lending solutions.
• Strong understanding of deposit, credit, and investment products.
• Excellent interpersonal, presentation, and relationship management skills.
• Proficiency with Microsoft Office and CRM systems.
• Must comply with SAFE Act requirements within 30 days of employment.

Responsabilités

• Manage and grow a portfolio of high-value clients by deepening relationships and acquiring new ones through outreach and tailored solutions.
• Serve as a trusted financial advisor by understanding each client’s financial situation, goals, and needs.
• Recommend and deliver customized solutions incl. credit, deposits, investments, insurance, and wealth planning with internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
• Collaborate with cross-functional partners—credit, trust, mortgage, planning, and insurance—to deliver 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.
• 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.

Connaissances

Interpersonal skills

Relationship management

Sales & cross-selling

Client-focused approach

Formation

Bachelor’s degree

Outils

Microsoft Office

CRM tools

Description du poste

First Horizon Corp. is seeking a Private Client Relationship Manager to develop and manage a portfolio of affluent clients, delivering full balance sheet advice through a team-based approach with banking, lending, and wealth solutions aligned with First Horizon’s service excellence.

The role emphasizes deep client understanding, cross-functional collaboration, and growth through deposits, loans, and fee income, while maintaining strong community presence and regulatory compliance.