Senior Private Client Advisor – Wealth & Credit Strategy

First Horizon Bank; Chattanooga (TN); On-site; USD 85,000 - 120,000; Full time

Job summary

First Horizon Bank 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. You will provide customized banking, lending, and wealth solutions aligned with the bank's commitment to client service excellence.

You will deepen relationships, collaborate with specialists, stay informed on market trends, and help clients achieve their financial goals while adhering to regulatory and

Qualifications

• Bachelor’s degree.
• 1-3 years of experience in financial services, preferably private banking or wealth management.
• 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.
• Excellent interpersonal, presentation, and relationship management skills.
• Proficiency in Microsoft Office and CRM tools.

Responsibilities

• Manage and grow a portfolio of high-value clients through proactive outreach and personalized financial solutions.
• Serve as a trusted financial advisor by understanding each client’s goals and needs.
• Recommend and deliver customized banking, lending, and wealth planning solutions via internal specialists.
• Lead client conversations with advanced credit knowledge and structure complex solutions.
• Collaborate with cross-functional partners to deliver an integrated client experience.
• Drive growth in deposits, loans, and fee income while meeting sales and retention goals.
• Maintain a strong community presence to generate referrals and new relationships.
• Stay informed on economic and market trends affecting clients and compliance requirements.

Skills

Interpersonal skills

Relationship management

CRM proficiency

Client advisory

Education

Bachelor’s degree

Tools

CRM tools

Microsoft Office

Job description

First Horizon Bank 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. You will provide customized banking, lending, and wealth solutions aligned with the bank's commitment to client service excellence.

You will deepen relationships, collaborate with specialists, stay informed on market trends, and help clients achieve their financial goals while adhering to regulatory and