Location: On site as described in posting. Summary As
a Private Client Relationship Manager (PCRM), you are responsible
for new business development with High-Net-Worth Clients. You are
responsible for advising your clients on building, preserving, and
managing their wealth, risk management solutions, business
transition strategies, etc. You will utilize our financial planning
strategy to advise high net worth individuals on all aspects of
their balance sheet to assist clients with meeting their stated
goals and objectives. 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 Following is a
summary of the essential functions for this job. Other duties may
be performed, both major and minor, which are not mentioned below.
Specific activities may change from time to time. Meet revenue
growth, profitability and client retention goals by acquiring new
clients through business development and expanding services and
marketing new products to prospective and existing clients.
Self-acquires new business by being active and well connected in
the community. Expected to be the expert level "market moving"
advisor with ability to handle the most challenging, sensitive and
complex wealth relationships. Focuses on targeted prospecting and
developing relationships with external referral sources;
effectively work with various specialists and partners who are
designated to support client service and business development
efforts (e.g. credit, mortgage, planning, investment, trust and
fiduciary services, and insurance services) in a manner that
promotes client retention and prospect referrals. This includes
effectively executing on the specialist delivery model utilizing
both centralized and regionalized partners to appropriately protect
the inherent cost-to-serve requirements of the corporation. Uses
advanced credit knowledge to help lead the conversation and advice
delivery model with clients and prospects. Partners with wealth and
banking specialists, including investments, trust, mortgage,
insurance, etc., using a team approach to deliver solutions to
client's financial needs and to enhance existing relationships.
Thrives in a team-based approach to deliver the full suite of First
Horizon's solutions. Team and peer group role model for other
Private Client Relationship Managers. Continuously act as a culture
champion that is aligned with First Horizon Bank's Purpose, Mission
and Values. Establish and maintain mutually beneficial business
relationships with internal and external centers of influence as
well as the regional leadership team, outside Certified Public
Accountants (CPA), attorneys, civic associations and other
individuals and organizations to enhance the marketing efforts of
the team. Stays updated and abreast of changing economic, legal,
financial planning, investment trends and general market and
business issues impacting affluent clients. Serve as a personal
financial planning/advisory resource for clients, their attorneys
and CPAs. Maintain appropriate legal, operating and regulatory
controls to manage risk and compliance. Works within the existing
audit, compliance and regulatory framework to ensure a high
quality, compliant portfolio of relationships. Using sound judgment
on expense and operational efficiency QUALIFICATIONS Bachelor's
Degree Required. FINRA: Maintains proper licenses including Series
7, Series 66, the Securities Industry Essentials (SIE) Exam as
applicable Life, Health, and Variable insurance licenses. Ensures
that appropriate continuing education requirements are met where
needed. 5 or more years of sales and client management experience
in Wealth Management and a demonstrated ability to manage a
portfolio of high net and ultra-high net worth clients with complex
credit and banking needs. Successful track record using
interpersonal, sales, presentation and relationship management
skills previously demonstrated in the high-net-worth marketplace.
Advanced and reputable credit knowledge with a proven track record
working complex credit deals and/or in tandem with a senior credit
advisor. Advanced and proven working knowledge of deposit, credit
and investment products. Successful background working in a goal
based, results-driven, sales environment that uses tools such as
leaderboards, pipeline reporting and other sale management tools to
be successful. Ability to thrive and be an active participate on a
team. Demonstrated proficiency in basic computer applications, such
as Microsoft Office software products. The requirements listed
above are representative of the knowledge, skill and/or ability
required. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
NMLS Language As part of the employment process for this position,
you will have to meet the requirements of a background credit
check. This position requires compliance with the S.A.F.E Mortgage
Licensing Act of 2008 and all related regulations. Ongoing
employment is contingent upon meeting all such requirements. About
Us First Horizon Corporation is a leading regional financial
services company, dedicated to helping our clients, communities and
associates unlock their full potential with capital and counsel.
Headquartered in Memphis, TN, the banking subsidiary First Horizon
Bank operates in 12 states across the southern U.S. The Company and
its subsidiaries offer commercial, private banking, consumer, small
business, wealth and trust management, retail brokerage, capital
markets, fixed income, and mortgage banking services. 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.
More information is available at www.FirstHorizon.com . 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
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