Senior Private Client Relationship Manager

Description On site in Dallas, TX The Prive Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations. In addition, the role involves advising high net worth individuals on building, preserving, and managing their wealth through financial planning strategy to acquire new clients. The position requires a local team approach supported by a platform of resources, specialists, and intellectual capital to help clients achieve their goals. 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 through 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 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. Perform all other duties as assigned. Qualifications Ten plus years of work experience in Private Banking or Financial Services. Bachelor’s Degree required. Proven sales success and strong business acumen. Strong community presence with an established network. Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts. Focuses on the client experience and works tirelessly on the client’s behalf. Preferred Qualifications Series 7, 66 and Insurance licenses preferred, but can be obtained after employment. Proactive, takes initiative, and uses critical thinking to solve problems. Dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout the business. 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. More information at the First Horizon careers page for additional benefits. As part of the employment process for this position, candidates must 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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr