Trust Relationship Manager

First Horizon Bank; Miami (FL); 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

Mentor program

Job summary

First Horizon Bank is seeking a seasoned Relationship Manager to oversee a portfolio of complex trusts and estate accounts, while growing business with existing clients and new opportunities in the Florida region. You will advise clients on trust needs, coordinate with teams, and drive wealth management solutions.

The role emphasizes client profitability, risk management, and proactive service, with travel as needed to meet clients and opportunities.

Qualifications

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

Responsibilities

• Manage a portfolio of complex and large trusts and estate accounts while developing long-term client relationships.
• Contact prospects to generate appointment activity within the geographic area.
• Meet with and advise customers or prospects to define needs for trust and estate accounts.
• Recommend product strategies to maximize client return while considering risk tolerance and account type implications.
• Collaborate with other relationship managers to refer prospects for personal trust, life insurance, or wealth services.
• Conduct annual reviews and adjust plans to retain and grow client relationships.
• Coordinate internal/external service to resolve client requests.
• Monitor client profitability, cross-sell plans, risk, compliance, and provide wealth management consultation.
• Complete required compliance and regulatory trainings by due date.
• Travel to meet clients as needed for revenue opportunities or servicing requirements.

Skills

Relationship management

Sales and business development

Financial services knowledge

Education

Bachelor's degree (4-year college)

Job description

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:

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

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.