Senior Private Banking Relationship Manager

6 days ago

Boca Raton, Florida, United States First Horizon Full time
Job Title: Senior Private Banking Relationship Manager

At First Horizon, we are seeking a highly skilled and experienced Senior Private Banking Relationship Manager to join our team. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth individuals and businesses, providing them with tailored financial solutions and advice to help them achieve their financial goals.

Key Responsibilities:
  • Develop and maintain relationships with clients, understanding their financial needs and providing personalized advice and solutions.
  • Identify and pursue new business opportunities, leveraging your network and expertise to drive growth and revenue.
  • Collaborate with internal specialists to provide comprehensive financial planning and wealth management services to clients.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
  • Work closely with the Private Banking team to develop and implement strategies to drive business growth and improve client satisfaction.
Requirements:
  • 10+ years of experience in private banking or financial services.
  • Bachelor's degree required; MBA, JD, CFA, or CFP preferred.
  • Proven sales success and strong business acumen.
  • Strong community presence and established network.
  • Experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts.
About Us:

First Horizon is a leading regional financial services company dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States.

We offer a comprehensive benefits package, including medical, dental, and vision coverage, HSA with company match, maternity and parental leave, tuition reimbursement, mentor program, and 401(k) with 6% match. We are committed to creating a more equitable society and strive to elevate equity, provide capital and counsel, and commit to excellence in everything we do.

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