Private Client Relationship Manager

Location: On site at location listed in job posting

Summary

The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach providing customized banking lending and wealth solutions aligned with First Horizons commitment to excellence in client service.

Essential Duties and 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 clients 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 partnersincluding credit trust mortgage planning and insuranceto 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.

Qualifications

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:

• Bachelors degree
• 1-3 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

Certificates Licenses and Registrations

• FINRA Series 6 or 7 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life health and Variable.)

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 nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at.

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
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Required Experience:

Manager