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Coral Gables

    Private Banking Relationship Manager II - Coral Gables, United States - First Horizon Bank

    First Horizon Bank
    First Horizon Bank Coral Gables, United States

    2 weeks ago

    First Horizon Bank background
    Description

    Location:
    On site in Coral Gables, FL
    Summary

    As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices.

    You are responsible for advising these clients on building, preserving, and managing their wealth by providing depository, treasury management, lending as well as wealth management solutions.

    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
    5 plus years of work experience in Private Banking or Financial Services

    Bachelor's Degree and formal bank credit training preferred

    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
    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

    About Us

    First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.

    With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States.

    Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.

    First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S.

    Bank.
    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 Corporate Diversity Commitment:We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
    Follow Us
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    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

    However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

    41 CFR c)

    #J-18808-Ljbffr
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