Trust Relationship Manager

First Horizon Corp.; Coral Gables, Northern (FL, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

First Horizon Corp. in Coral Gables, FL is seeking a skilled Relationship Manager to oversee a portfolio of complex trusts and estate accounts while driving growth through existing clients and prospecting in the local region.

You will advise clients on trust and estate needs, collaborate with peers to expand financial services, and conduct regular reviews to strengthen relationships and profitability.

Qualifications

• Bachelor degree and 6–8 years of experience or equivalent combination of education and experience.

Responsibilities

• Manages a portfolio of complex and large trusts and estate accounts while developing long-term business relationships with clients.
• Contacts prospects to generate appointment activity within assigned geographic area.
• Advise customers or prospects to define needs concerning trust and estate accounts.
• Recommend product strategies to maximize client return while considering risk tolerance and regulatory implications of trust accounts.
• Collaborate with other relationship managers or sales staff to refer prospects leading to additional financial services.
• Conduct annual reviews and adjust actions for retention, growth, and strengthening of client relationships.
• Coordinate internal and external service delivery to resolve issues and respond to client requests.
• Monitor client profitability, cross-sell plans, risk management, compliance issues and provide wealth management advice.
• Complete and maintain required compliance training by due date.
• Travel to meet clients as needed.

Education

Bachelor (4-year college) degree

Job description

Location

On site at location listed in job posting.

Summary

Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develop new business by marketing new products and services to existing clients and by securing new clients.

Job Description

• 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.
• Makes 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.

Job Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

1. Bachelor (4-year college) degree and 6-8 years of experience or equivalent combination of education and experience