Lead with expertise as a Senior Private Client Relationship Manager at First Horizon. This on-site role focuses on advising high-net-worth clients and managing complex financial portfolios.
In this pivotal position, you'll drive new business development while providing strategic advice to affluent clients. You will engage with a local team and collaborate with specialists to enhance client outcomes and achieve financial goals effectively. Your advanced knowledge will support better decision-making in wealth management and risk evaluation.
Key Responsibilities:
• Drive revenue growth through client acquisition and retention
• Advise on wealth management and risk strategies
• Build strong relationships with referral sources and specialists
• Collaborate to provide clients with comprehensive financial solutions
• Maintain rigorous risk management and compliance standards
Requirements:
• Bachelor's Degree required
• At least 5 years of experience in Wealth Management
• Required licenses: Series 7 and Series 66
• Proven ability in managing high net worth client relationships
• Solid sales and interpersonal skills
With First Horizon, use your relationship expertise to empower clients in achieving financial success.
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