Private Client Relationship Manager
First Horizon Bank, Houston, TX, United States
Description
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
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.
Qualifications
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
Certificates, Licenses, and Registrations
FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)
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
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.
#J-18808-Ljbffr
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
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.
Qualifications
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
Certificates, Licenses, and Registrations
FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)
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
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.
#J-18808-Ljbffr