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First Horizon Bank · 4 hours ago

Senior Private Client Relationship Manager

Dallas, TX

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Senior Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions while advising high net worth individuals on wealth management and financial planning strategies.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience

Generate business results and acquire new assets, both from new client acquisition

Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs

Partner with internal specialists to provide interdisciplinary expertise to clients when needed

Connect your clients across all lines of business

Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach

Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Performs all other duties as assigned

Qualification

Private Banking experienceFinancial Services knowledgeSales successWealth planningInvestment managementCreditBanking conceptsCommunity presenceClient experience focusProactivityCritical thinkingPresentation skillsOrganizational skills