Responsible for maintaining and growing revenue for the
company's Private Client Services Division by serving as the
primary point of contact for wealthy and high net worth families in
the region. Manages and increases relationships with clients
throughout their wealth cycle, providing appropriate financial
Supports and coordinates strong internal partnership
arrangements with Wealth Management (First Horizon Advisors),
Lending Specialists, Financial Planning, Trust Services, Treasury
Management, Commercial Banking, and Retail Banking.
Ensures that the Relationship Management policies and procedures
of First Horizon Private Client Services are followed
Recommends approval/decline on credit opportunities and follows
established lending procedures and performs adequate credit
Provide financial advice and guidance to clients pertaining to
their particular current and future financial needs.
Manages and delegates assignments to specialists.
Completes appropriate ongoing training, and accepts Leader’s
guidance and evaluations of performance.
- 6-8 years’ experience required; 8-10 years’ experience
- Bachelor’s Degree required (or equivalent) for consideration;
- Securities licenses required: 7, 63 and life and health
- Accurate typing, spelling and grammar skills. Proficient
with applicable computer software. Excellent written and oral
communication skills. Good organizational and customer
service skills. Excellent consultative sales and
Monday - Friday 8AM-5PM; Representation of the LOB in
after-hours client events is also an expectation of the core
relationship management team of the Line of 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.