Senior Private Client Relationship Manager

First Horizon Bank; Huntsville (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

First Horizon Bank in Huntsville, AL seeks a Private Client Relationship Manager to deliver business depository, treasury management, and lending solutions while advising high net worth individuals on wealth-building and risk management. You will use our financial planning strategy to grow client relationships and generate new business opportunities.

The role requires a strong sales background, a Bachelor’s degree, and a ten-plus year track record in private banking or financial services.

Qualifications

• Proven ability to manage high-net-worth client relationships.
• Strong sales and business development track record.
• Knowledge of investments, wealth planning, credit and banking concepts.
• Commitment to client-centric service and fiduciary standards.
• Excellent communication and presentation skills.
• Established local community presence preferred.

Responsibilities

• Bring in new relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets.
• Advise clients on balance sheet, asset allocation, and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business.
• Ensure solutions meet short, medium and long-term goals.

Skills

Relationship management

Sales experience

Wealth management

Financial services

Networking

Education

Bachelor’s Degree

Job description

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.

Job Description

Location: On site in Huntsville, AL

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.