What are the responsibilities and job description for the Private Client Relationship Manager position at TalentAlly?
Location: On site at location listed in job posting
Summary
The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.
Essential Duties And Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
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
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a1d45841-5893-4515-845d-78212647f59c
Summary
The Private Client Relationship Manager (PCRM) is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships. The PCRM delivers full balance sheet advice through a team-based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence in client service.
Essential Duties And Responsibilities
- Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and personalized financial solutions.
- Serve as a trusted financial advisor by thoroughly understanding each client’s financial situation, goals, and needs.
- Recommend and deliver customized solutions, including credit, deposits, investments, insurance, and wealth planning, utilizing internal specialists.
- Lead client conversations with advanced credit knowledge and structure complex credit and banking solutions.
- Collaborate with cross-functional partners—including credit, trust, mortgage, planning, and insurance—to deliver an integrated client experience.
- Drive growth through deposits, loans, and fee income; meet or exceed sales and client retention goals.
- Maintain a strong presence in the community to generate referrals and build new client relationships.
- Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
- Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
- Ensure compliance with regulatory requirements and internal policies, completing required training on time.
- Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
- Bachelor’s degree
- 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
- Proven record managing affluent and high-net-worth client relationships
- Advanced credit knowledge and experience structuring complex lending solutions
- Strong understanding of deposit, credit, and investment products
- Demonstrated success in a goal-oriented, performance-driven environment
- Excellent interpersonal, presentation, and relationship management skills
- Proficiency in Microsoft Office and CRM tools
- Must comply with SAFE Act requirements within 30 days of employment
- FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)
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
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a1d45841-5893-4515-845d-78212647f59c