Senior Private Client Relationship Manager

Financial Planning Advisor

Leveraging our comprehensive financial planning framework, you will guide prospective clients through all aspects of their financial lives to drive new business acquisition. You will be part of a collaborative team supported by a robust platform with access to specialized resources, expert professionals, and intellectual capital designed to help clients achieve their financial goals. In addition to new business development, you will oversee ongoing portfolio management, including the monitoring, management and expansion of a loan and depository portfolio.

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 and expansion of existing clientele

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

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

Manage existing portfolio, including but not limited to loan and depository account maintenance and client check-ins.

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

Performs all other duties as assigned.

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

Proactive, takes initiative, and uses critical thinking to provide solutions

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 their business

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 nation's 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 • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Job Identification 1412

Job Category Banking

Degree Level Bachelor's Degree

Job Schedule Full time

Locations 1515 SUNSET DR, CORAL GABLES, FL, 33143, US