Senior Private Banking & Wealth Advisor

First Horizon Bank; Coral Gables (FL); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Florida seeks a seasoned Private Banker to lead new client acquisition and ongoing portfolio management, delivering holistic wealth strategies across investments, credit and banking needs. You will leverage the firm’s platform and local networks to expand relationships and provide exceptional client experiences.

You will manage loans and depository accounts while upholding risk controls and collaborating with a team of financial professionals to tailor comprehensive

Qualifications

• 10+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Bring in new relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from new and existing clients.
• Advise clients on balance sheet, asset allocation, wealth planning, and banking needs.
• Ensure solutions meet clients' short, medium and long term goals.
• Manage existing portfolio including loan and depository account maintenance.
• Strictly adhere to risk and control policies and regulatory guidelines.

Skills

Sales experience

Relationship management

Financial services knowledge

Client-focused communication

Education

Bachelor's Degree

Job description

First Horizon Bank in Florida seeks a seasoned Private Banker to lead new client acquisition and ongoing portfolio management, delivering holistic wealth strategies across investments, credit and banking needs. You will leverage the firm’s platform and local networks to expand relationships and provide exceptional client experiences.

You will manage loans and depository accounts while upholding risk controls and collaborating with a team of financial professionals to tailor comprehensive