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 solid 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
- Strong sales and interpersonal skills
With First Horizon, use your relationship expertise to empower clients in achieving financial success.