Jobs
>
Miami

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

    First Horizon Bank
    First Horizon Bank Miami, United States

    4 weeks ago

    First Horizon Bank background
    Full time
    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
    • Bachelors 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 clients 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 nations 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


    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 contractors legal duty to furnish information. 41 CFR c)

  • Novo Health Services

    Client Relationship Manager

    1 week ago

    Novo Health Services Miami, United States

    **Get to know us: NOVO Health Services**, with headquarters in Atlanta, GA, offers linen management solutions to the healthcare industry. NOVO keenly focuses on safety and infection control and provides its partner hospitals with a value-driven linen management control system tha ...

  • Community Loan Servicing

    associate, commercial relationship manager ii

    3 weeks ago

    Community Loan Servicing Doral, United States

    Overview: · The Commercia l · Relationsh i p · M anager II · ( R M II) · w or k s · w ithin the C L S Commercia l · Servicing & Asset · M anagement Department prov i ding customer serv i ce and collections on commercia l loans · . · Prima ry · respon s ibi l i t ies foc ...

  • Omega Innovations

    CRM Manager refers to a professional who is responsible for managing the customer relationship management

    3 weeks ago

    Omega Innovations North Miami, United States

    The WhiteWall Media GmbH creates unforgettable photos that are transformed into unique and individual works of art for both professional and hobby photographers in North Miami. Known as an exclusive producer of high-end photo services and multiple recipient of the TIPA Award, inc ...

  • Fora Financial LLC

    Relationship Manager

    1 week ago

    Fora Financial LLC Miami, FL, United States Full time

    Fora Financial is a technologically enabled, leading provider of flexible financing to small and medium-sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from fund ...

  • Henley & Partners - The Firm of Global Citizens®

    Relationship Manager

    2 weeks ago

    Henley & Partners - The Firm of Global Citizens® Miami, United States

    Job Description · Job DescriptionJoining Henley & Partners · As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Hen ...

  • Fora Financial LLC

    Relationship Manager

    3 weeks ago

    Fora Financial LLC Miami, FL, United States Full time

    Fora Financial is a technologically enabled, leading provider of flexible financing to small and medium-sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from fund ...

  • Fora Financial LLC

    Relationship Manager

    2 weeks ago

    Fora Financial LLC Miami, FL, United States Full time

    Fora Financial is a technologically enabled, leading provider of flexible financing to small and medium-sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from fund ...

  • Ascensus

    Relationship Manager

    3 weeks ago

    Ascensus Miami, United States Full time

    Job Functions · , Essential Duties and Responsibilities Nurtures long standing relationships with clients by delivering high quality and responsive service that exceeds their expectations · Leads efforts to onboard new accounts, gather relevant information and coordinate account ...

  • Banesco USA

    Relationship Manager

    2 weeks ago

    Banesco USA Miami, United States

    Job Description · Job DescriptionJob Title · Relationship Manager – Business & Professional · Functional Title · Commercial Banker/Lender · Banesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team. · Primary Job Duties · Responsi ...

  • Synovus

    Wholesale Middle Market Relationship Manager

    1 week ago

    Synovus Coral Gables, United States

    **Job Summary** · As an expert and senior member of the Middle Market Banking team, develops, maintains, and owns long-term and profitable relationships with commercial customers having $35MM to $500MM in revenue. Serves as a trusted financial partner by providing customers with ...

  • South Shore Marketing

    Client Relationship Manager

    1 week ago

    South Shore Marketing Miami, United States

    Job Description · Job DescriptionWe are seeking an Entry Level Client Relationship Manager to help take our client's retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise a ...

  • JCW

    Senior Relationship Manager

    3 weeks ago

    JCW Miami, United States

    JCW is recruiting for a Senior CRE Lender for a quickly growing Commercial Bank in Miami, FL. If you have proven experience sourcing CRE loans, particularly Construction Loans, this could be a great fit for you · Responsibilities: · Originate new CRE transactions through cold-cal ...

  • HSBC

    Wealth Relationship Manager

    3 weeks ago

    HSBC Miami, United States Permanent - temps plein

    Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capi ...

  • South Shore Marketing

    Client Relationship Manager

    3 weeks ago

    South Shore Marketing Miami, United States

    Job Description · Job DescriptionWe are seeking an Entry Level Client Relationship Manager to help take our client's retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise a ...

  • Swift

    Relationship Manager, LAC

    1 day ago

    Swift Miami, United States Full time

    About the Role · We're the world's leading provider of secure financial messaging services, headquartered in Belgium. We are the way the world moves value – across borders, through cities and overseas. No other organisation can address the scale, precision, pace and trust that ...

  • Avior Executive Search

    Senior Relationship Manager

    2 weeks ago

    Avior Executive Search Miami, United States

    Job Description · Job DescriptionOur is a UHNW Multi-Family office with offices in The Caribbean & Miami The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countrie ...

  • VANITY MODE LLC

    Client Relationship Manager

    2 weeks ago

    VANITY MODE LLC Miami, United States

    Job Description · Job DescriptionResponsibilities and Duties: · Supervises daily practice operations and manages finances such as payroll, billing, debt collections, security, and occupational health and safety. · Schedules appointments, maintains records, and accounts for clien ...

  • Quantum Dynamics

    An Account Manager is a professional responsible for managing and maintaining relationships with clients or customers. They are typically in charge of overseeing the sales and service of a particular account or group of accounts

    4 days ago

    Quantum Dynamics Miami Beach, United States

    Introduction · For our branch in Miami Beach, we are looking for your strong support. Join us in our core competency: SAUTER creates living spaces for the future. · Your tasks · Supporting a customer base of planners, plant builders, operators, and project developers · Creating i ...

  • City National Bank of Florida

    International Relationship Manager-Senior

    3 weeks ago

    City National Bank of Florida Miami, United States

    Overview · The International Relationship Manager Sr coordinates at a senior level with the sales team to establish, build, and sustain Business Banking relationships with companies with gross sales of generally less than $10mm. Responsible for the overall success and growth for ...

  • Amerantbank

    International Relationship Manager Senior

    2 weeks ago

    Amerantbank Miami, United States

    Job Description · Job DescriptionThe Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM maintains a highly dedicated profession ...