Senior Trust & Wealth Relationship Manager

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

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Job summary

First Horizon Bank in Knoxville seeks an experienced professional to manage a portfolio of complex trusts and estate accounts, while driving sales efforts and growing client relationships regionally. You will develop new business by marketing products to current clients and by securing new clients, coordinating with teammates to expand offerings such as personal trust and financial planning services.

The role requires strategic guidance on product mix, risk considerations, and regulatory

Qualifications

• Bachelor's degree required; 6-8 years of experience or equivalent combination.

Responsibilities

• Manages a portfolio of complex to large trusts and estate accounts while building long-term client relationships.
• Develops new business by marketing products and services to existing clients and securing new clients.
• Contacts prospects to generate appointment activity within the assigned geographic area.
• Advises customers on trust and estate needs and defines client objectives.
• Provides product strategy recommendations to maximize client return while considering risk tolerance and legal ramifications.
• Coordinates with other relationship managers to establish personal trust, life insurance, financial planning, or other relationships.
• Conducts annual reviews, evaluates financial objectives, and recommends actions to retain and grow client relationships.
• Ensures compliance with internal and external service and regulatory requirements.

Education

Bachelor's degree

Tools

Microsoft Office suite

Job description

First Horizon Bank in Knoxville seeks an experienced professional to manage a portfolio of complex trusts and estate accounts, while driving sales efforts and growing client relationships regionally. You will develop new business by marketing products to current clients and by securing new clients, coordinating with teammates to expand offerings such as personal trust and financial planning services.

The role requires strategic guidance on product mix, risk considerations, and regulatory