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Fort Lauderdale

    Senior Private Banking Relationship Manager - Fort Lauderdale, FL, United States - First Horizon Bank

    First Horizon Bank background
    Full time
    Description

    As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices.

    The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth.

    You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition.

    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.

    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
    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
    Ten plus years of work experience in Private Banking or Financial Services
    Bachelor's Degree required
    Strong community presence with an established network
    Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
    MBA, JD, CFA, or CFP preferred

    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.

    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.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.
    Medical with wellness incentives, dental, and vision


    • Tuition reimbursement

    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.

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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.



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