Senior Private Client Relationship & Wealth Advisor

First-Horizon-Bank; Chattanooga (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

First Horizon Bank seeks a Private Client Relationship Manager to develop and manage a portfolio of affluent clients, delivering full balance sheet advice through a team-based approach. You will provide customized banking, lending, and wealth solutions and act as a trusted advisor while collaborating with specialists.

The role emphasizes growth in deposits and loans, client retention, and community engagement, with emphasis on regulatory compliance and ongoing training in line with First Horizon

Qualifications

• Bachelor's degree required
• 1–3 years in financial services preferred
• Proven record managing affluent and high-net-worth client relationships
• Advanced credit knowledge and experience structuring complex lending solutions
• Strong understanding of deposit, credit, and investment products
• Demonstrated success in a goal-oriented, performance-driven environment
• Excellent interpersonal, presentation, and relationship management skills
• Proficiency in Microsoft Office and CRM tools
• Must comply with SAFE Act requirements within 30 days of employment

Responsibilities

• Manage and grow a portfolio of high-value clients by deepening relationships and acquiring new ones
• Serve as a trusted financial advisor by understanding each client's financial goals and needs
• Recommend and deliver customized solutions including credit, deposits, investments, insurance, and wealth planning
• Lead client conversations with advanced credit knowledge and structure complex banking solutions
• Collaborate with cross-functional partners to deliver an integrated client experience
• Drive growth through deposits, loans, and fee income; meet sales and retention goals
• Maintain a strong community presence to generate referrals and new relationships
• Stay informed on market trends impacting clients and act as a resource

Skills

Relationship management

Credit knowledge

Lending structuring

Interpersonal skills

Presentation skills

CRM proficiency

Microsoft Office

SAFE Act compliance

Education

Bachelor's degree

Tools

CRM tools

Microsoft Office

Job description

First Horizon Bank seeks a Private Client Relationship Manager to develop and manage a portfolio of affluent clients, delivering full balance sheet advice through a team-based approach. You will provide customized banking, lending, and wealth solutions and act as a trusted advisor while collaborating with specialists.

The role emphasizes growth in deposits and loans, client retention, and community engagement, with emphasis on regulatory compliance and ongoing training in line with First Horizon