Private Banking Relationship Manager II
📋 Role Overview & Responsibilities
Location: On site in Coral Gables, FL
Summary
As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. You are responsible for advising these clients on building, preserving, and managing their wealth by providing depository, treasury management, lending as well as wealth management solutions. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
Essential Duties And Responsibilities
Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect your clients across all lines of businessEnsure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresPerforms all other duties as assigned.
Qualifications
5 plus years of work experience in Private Banking or Financial ServicesBachelor’s Degree and formal bank credit training preferredProven sales success and strong business acumenStrong community presence with an established networkExperience or demonstrated understanding of investments, wealth planning, credit and banking conceptsFocuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications
Proactive, takes initiative, and uses critical thinking to solve problemsDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Corporate Diversity Commitment
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Coral Gables, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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