First Horizon Bank · 1 day ago
Senior Private Client Relationship Manager
New Orleans, LA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFirst Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Senior Private Client Relationship Manager is responsible for managing a portfolio of affluent clients, providing customized banking and wealth solutions while collaborating with cross-functional teams to enhance client experience.
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
Required
Bachelor's degree
Minimum of 10 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking
Proven record managing affluent and high-net-worth client relationships
Advanced credit knowledge and experience structuring complex lending solutions
Strong understanding of deposit, credit, and investment products
Demonstrated success in a goal-oriented, performance-driven environment
Excellent interpersonal, presentation, and relationship management skills
Proficiency in Microsoft Office and CRM tools
Must comply with SAFE Act requirements within 30 days of employment
FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)
Benefits
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
Company
First Horizon Bank
First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Hope Dmuchowski
Chief Financial Officer
Ben Hopper
Senior Vice President, Head of Consumer Distribution and ATM Strategy
Recent News
2026-01-17
EIN Presswire
2026-01-16
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