Private Client Relationship Manager

Job 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...