Lead with expertise as a Senior Private Client Relationship Manager at First Horizon. This in office 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
Solid sales and interpersonal skills With First Horizon, use your relationship expertise to empower clients in achieving financial success.