Senior Private Client Relationship Manager

First Horizon Bank; Huntsville (AL); On-site; USD 110,000 - 160,000; Full time

Job summary

First Horizon Bank seeks a Private Client Relationship Manager in Huntsville, AL to deliver business depository, treasury management, and lending solutions while advising high net worth individuals on wealth strategies.

You will work with a local team, leveraging a platform of specialists to help clients grow and protect their wealth, building relationships and meeting long-term goals. Strong sales experience and a robust network are essential.

Qualifications

• Bachelor's degree required.
• Ten plus years of 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 by earning trust and understanding client needs.
• Generate business results and acquire new assets from new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business.
• Ensure proposed solutions meet clients' short, medium and long-term goals.

Skills

Sales experience

Client relationship building

Business acumen

Proven sales success

Education

Bachelor's Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

Location: On site in Huntsville, AL

Summary

The Private Client 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

• Series 7, 66 and Insurance licenses preferred, but can be obtained after employment
• 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.

Job Identification: 925

Job Category: Banking

Job Schedule: Full time

Degree Level: Bachelor's Degree