Senior Private Client Relationship Manager

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

JOB DESCRIPTION

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.

• 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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