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Senior Private Client Relationship Manager

Firsthorizon

Alabama

On-site

USD 100,000 - 130,000

Full time

Today
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Job summary

A leading regional financial services company is seeking a Senior Private Client Relationship Manager in Huntsville, AL. This role involves advising high net worth individuals and developing business relationships, focusing on wealth management and financial solutions. The successful candidate will have a Bachelor's degree and over ten years of relevant experience. Competitive benefits and a strong community presence are offered.

Benefits

Medical with wellness incentives
401(k) with 6% match
Tuition reimbursement
Maternity and parental leave

Qualifications

  • Ten plus years of work experience in Private Banking or Financial Services.
  • Proven sales success and strong business acumen.
  • Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

  • Bring in new relationships with clients by earning trust.
  • Generate business results and acquire new assets.
  • Advise clients on their overall balance sheet.

Skills

Business development
Client relationship management
Wealth planning
Investment management
Public speaking

Education

Bachelor’s Degree
Job description
Senior Private Client Relationship Manager

Job Category: Banking

Requisition Number: SENIO014835

Posted : September 17, 2025

Employment Type: Full-Time

Work Arrangement: On-site

Locations

Showing 1 location

Downtown Huntsville
400 Meridian St N
Huntsville, AL 35801, USA

Description

Location: On site in Huntsville, AL

Summary

As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  • Performs all other duties as assigned.
QUALIFICATIONS
  • Ten plus 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
  • Focuses on the client experience and works tirelessly on the client’s behalf

PREFERRED QUALIFICATIONS

  • MBA, JD, CFA, or CFP preferred
  • Series 7, 66 and Insurance licenses preferred
  • Proactive, takes initiative, and uses critical thinking to solve problems
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

As part of the employment process for this position, you will have to meet the requirements of a background credit check.

This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation\u2019s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights
  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
  • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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