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First Horizon Bank · 1 day ago

Private Client Relationship Manager

Orlando, FL

Full-time

Onsite

Senior Level

5+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients with their financial needs. The Private Client Relationship Manager (PCRM) is responsible for business development with high-net-worth clients, advising them on wealth management and financial planning strategies.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients

Self-acquires new business by being active and well connected in the community

Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships

Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation

Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects

Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships

Thrives in a team-based approach to deliver the full suite of First Horizon's solutions

Team and peer group role model for other Private Client Relationship Managers

Continuously act as a culture champion that is aligned with First Horizon Bank's Purpose, Mission and Values

Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team

Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs

Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within the existing audit, compliance and regulatory framework to ensure a high quality, compliant portfolio of relationships

Using sound judgment on expense and operational efficiency

Qualification

Wealth ManagementClient ManagementCredit KnowledgeSales ExperienceFinancial PlanningMicrosoft OfficeRegulatory ComplianceInterpersonal SkillsPresentation SkillsTeam Collaboration

Required

Bachelor's Degree Required

FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed

5 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs

Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high-net-worth marketplace

Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor

Advanced and proven working knowledge of deposit, credit and investment products

Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful

Ability to thrive and be an active participate on a team

Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements