Senior Private Client Relationship Manager

First-Horizon-Bank; Coral Gables (FL); On-site; USD 120,000 - 180,000; 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 is seeking a seasoned Private Banking professional to lead client relationships and drive new business while managing an existing loan and depository portfolio. You will advise on balance sheets, asset allocation, and wealth planning, and must navigate risk controls and regulatory guidelines.

The role emphasizes a strong sales track record, credibility in the community, and the ability to expand client relationships within the bank’s wealth-management framework.

Qualifications

• Ten plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

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 and expansion of existing clientele
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
• Performs all other duties as assigned.

Skills

Private Banking

Sales experience

Business acumen

Community network

Investments & wealth planning

Credit & banking concepts

Education

Bachelor’s Degree

Job description

SUMMARY

Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new business acquisition. You will be part of a collaborative team supported by a robust platform with access to specialized resources, expert professionals, and intellectual capital designed to help clients achieve their financial goals. In addition to new business development, you will oversee ongoing portfolio management, including the monitoring, management and expansion of a loan and depository portfolio.

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 and expansion of existing clientele
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.
• 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

PREFERRED QUALIFICATIONS

• Proactive, takes initiative, and uses critical thinking to provide solutions
• 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

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's 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

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