Private Client Relationship Manager

First Horizon • Kingsport, TN

92d

About The Position

As a Private Client Relationship Manager (PCRM), you are responsible for new business development with High-Net-Worth Clients. You are responsible for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to assist clients with meeting their stated goals and objectives. 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.

Requirements

• Bachelor's Degree preferred.
• FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses.
• 5 or more years of sales and client management experience in Wealth Management.
• Demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
• Successful track record using interpersonal, sales, presentation and relationship management skills.
• Advanced and reputable credit knowledge with a proven track record working complex credit deals.
• Advanced and proven working knowledge of deposit, credit and investment products.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Nice To Haves

• Successful background working in a goal based, results-driven, sales environment.
• Ability to thrive and be an active participant on a team.

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.
• Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects.
• Partners with wealth and banking specialists using a team approach to deliver solutions to client's financial needs.
• Establish and maintain mutually beneficial business relationships with internal and external centers of influence.
• Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients.
• Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
• Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree