Senior Private Wealth Relationship Leader

First-Horizon-Bank; Huntsville (AL); On-site; USD 90,000 - 150,000; Full time

Job summary

First Horizon Bank is seeking a Private Client Relationship Manager in Huntsville, AL. The role focuses on delivering business depository, treasury management, and lending solutions to organizations, while advising high-net-worth individuals on wealth management strategies.

You will work with a local team and leverage a platform with resources and specialists to help clients meet long-term goals, balancing risk and client needs across services.

Qualifications

• Ten+ 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 understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Bring in new relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets across client relationships.
• Advise clients on balance sheets, including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business to deliver holistic solutions.
• Adhere to risk and regulatory policies and security measures.

Skills

Relationship management

Sales

Wealth planning

Portfolio balance sheet advisory

Client experience

Education

Bachelor's Degree

Series 7 License

Series 66 License

Insurance licenses

Tools

Microsoft Office

Job description

First Horizon Bank is seeking a Private Client Relationship Manager in Huntsville, AL. The role focuses on delivering business depository, treasury management, and lending solutions to organizations, while advising high-net-worth individuals on wealth management strategies.

You will work with a local team and leverage a platform with resources and specialists to help clients meet long-term goals, balancing risk and client needs across services.