As a Private Client Relationship Manager, you are responsible for new business development with High-Net-Worth Clients. You will advise clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
Requirements
- Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to prospective and existing clients.
- Self-acquires new business by being active and well connected in the community.
- Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.
- Focuses on targeted prospecting and developing relationships with external referral sources;
- Partners with wealth and banking specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships.
- Thrives in a team-based approach to deliver the full suite of First Horizon's solutions.
- Team and peer group role model for other Private Client Relationship Managers.
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence as well as the regional leadership team, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
- Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.
- Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
- Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
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
