Senior Private Client Relationship Manager

First Horizon
Birmingham, AL
Category Banking
Job Description
The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations and advise high net worth individuals on building, preserving, and managing their wealth.

Requirements

  • 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

Benefits

  • Medical with wellness incentives, dental, and vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • 401(k) with 6% match
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