Senior Private Banking Relationship Manager (Palm Beach & Broward)
Location: On site in Boca Raton, FL, Palm Beach, FL, and Fort Lauderdale, FL
Summary
As a Private Banker (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. 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 experience.
- Generate business results and acquire new assets, both from new client acquisition.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
- Connect your clients across all lines of business.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
- Perform all other duties as assigned.
QUALIFICATIONS
- Ten plus years of work experience in Private Banking or Financial Services.
- Bachelor’s Degree required.
- Proven sales success and strong business acumen.
- Strong community presence with an established network.
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.
- Focuses on the client experience and works tirelessly on the client’s behalf.
PREFERRED QUALIFICATIONS
- MBA, JD, CFA, or CFP preferred.
- Series 7, 66 and Insurance licenses preferred.
- Proactive, takes initiative, and uses critical thinking to solve problems.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
- Demonstrates 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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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