13 Aug
|
First Horizon
|
Winnipeg
13 Aug
First Horizon
Winnipeg
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.
📌 Senior Private Client Relationship Manager (Winnipeg)
🏢 First Horizon
📍 Winnipeg