Senior Private Banking & Wealth Advisor

First-Horizon-Bank; Lake Charles (LA); On-site; USD 85,000 - 125,000; Full time

Job summary

First-Horizon-Bank on-site in Louisiana seeks an experienced banker to manage and grow a high-value client portfolio. You will develop new relationships, uncover client needs, and structure solutions with a strong focus on cross-selling trust and investment services.

You will educate clients on financial strategies, monitor market trends, and maintain a portfolio of high-potential clients. A Bachelor’s degree and relevant experience are required.

Qualifications

• Bachelor (4-year college) degree required.
• 6-8 years of experience or equivalent combination of education and experience.

Responsibilities

• Develops new relationships through targeted prospecting and closes deals with high close rate.
• Cross-sells retail and trust services including credit cards and investment products.
• Educates customers on financial strategies and matches needs with products.
• Monitors customer information and market trends to identify new opportunities.
• Builds and maintains a portfolio of high value and high potential clients.
• Performs other duties as assigned.

Skills

Relationship development

Cross-selling

Financial advisory

Client management

Communication

Education

Bachelor's degree

Job description

First-Horizon-Bank on-site in Louisiana seeks an experienced banker to manage and grow a high-value client portfolio. You will develop new relationships, uncover client needs, and structure solutions with a strong focus on cross-selling trust and investment services.

You will educate clients on financial strategies, monitor market trends, and maintain a portfolio of high-potential clients. A Bachelor’s degree and relevant experience are required.