Senior Trust & Estate Relationship Manager

First Horizon Bank; Miami (FL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical with wellness incentives, dent

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank is seeking a seasoned relationship manager to oversee a portfolio of complex trusts and estate accounts within the Miami region. You will develop new business by expanding services to existing clients and by securing new clients through targeted outreach.

You will advise clients on trust and estate solutions, coordinate with internal teams, and ensure compliance while driving growth and profitability. Travel to meet clients will be required as appropriate.

Qualifications

• Bachelor's degree is required; 6-8 years of experience or equivalent combination of education and experience.
• Experience in trust and wealth management is preferred.
• Strong client relationship and cross-selling skills.

Responsibilities

• Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relationships with clients.
• Contacts prospects to generate appointment activity within assigned geographic area to:
• Meet with and advises customers or prospects to define customers’ needs concerning trust and estate accounts.
• M akes appropriate product strategy recommendations in order to maximize client return while being mindful of the client’s risk tolerance and legal ramifications of the different trust account types.
• Works in cooperation with other relationship managers or sales people to identify and refer prospects which result in the establishment of personal trust, life insurance, financial planning, or other financial service relationships.
• Conducts annual reviews, evaluate changes in financial objectives, and recommends actions which result in retention, strengthening, and growth of the client's relationship.
• Facilitates internal and external service coordination to resolve issues and respond to client requests.
• Monitors client profitability, cross sell marketing plans, risk management, legal and compliance issues and provides consultation on financial and wealth management matters.
• Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
• Performs all other duties as assigned
• Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements.

Education

Bachelor's degree

Job description

First Horizon Bank is seeking a seasoned relationship manager to oversee a portfolio of complex trusts and estate accounts within the Miami region. You will develop new business by expanding services to existing clients and by securing new clients through targeted outreach.

You will advise clients on trust and estate solutions, coordinate with internal teams, and ensure compliance while driving growth and profitability. Travel to meet clients will be required as appropriate.