Apply on Employer Site

First Horizon Bank · 1 day ago

Private Client Relationship Manager

New Orleans, LA

Full-time

Onsite

Entry, Mid Level

1+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Private Client Relationship Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships, delivering customized banking, lending, and wealth solutions.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions

Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs

Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists

Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions

Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience

Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals

Maintain a strong presence in the community to generate referrals and build new client relationships

Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients

Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure

Ensure compliance with regulatory requirements and internal policies, completing required training on time

Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values

Qualification

Advanced credit knowledgeWealth management experienceClient relationship managementFinancial services experienceMicrosoft Office proficiencyCRM tools proficiencyRegulatory compliance knowledgeInsurance licensesInterpersonal skillsPresentation skillsTeam collaborationGoal-oriented mindset