Senior Private Banking Relationship Manager
Company: First Horizon
Location: Palm Beach
Posted on: July 1, 2025
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Job Description:
As a Private Bankers (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 Performs 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 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 nations 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
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.
Keywords: First Horizon, Delray Beach , Senior Private Banking Relationship Manager, Accounting, Auditing , Palm Beach, Florida
