Senior Private Client Relationship Manager
About the role
As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High‑Net‑Worth Clients, advising clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc., utilizing the firm’s financial planning strategy to advise on all aspects of the balance sheet to help clients meet their goals. You will be part of a local team supported by a platform with resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. First Horizon Corporation is a leading regional financial services company headquartered in Memphis, TN, operating in 12 southern U.S. states and offering commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Responsibilities
- 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