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Private Client Relationship Manager

First Horizon Bank

Houston, TX

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

First Horizon Bank rating

8.3

Company rating: 8.3 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

33rd of 141 rated banks

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, loans, and fee income; meet or exceed sales and client retention goals.
  • Maintain a strong presence in the community to generate referrals and build new client relationships.
  • Stay informed on economic, legal, and market trends impacting clients, acting as a resource to clients.
  • Monitor and manage client portfolios for changes in financial status, product needs, and risk exposure.
  • Ensure compliance with regulatory requirements and internal policies, completing required training on time.
  • Act as a peer mentor and culture champion, modeling team-based collaboration and First Horizon values.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

  • Bachelor’s degree
  • 1-3 years of experience in the financial services industry, preferably in private banking, wealth management or commercial banking.
  • Proven record managing affluent and high-net-worth client relationships
  • Advanced credit knowledge and experience structuring complex lending solutions
  • Strong understanding of deposit, credit, and investment products
  • Demonstrated success in a goal-oriented, performance-driven environment
  • Excellent interpersonal, presentation, and relationship management skills
  • Proficiency in Microsoft Office and CRM tools
  • Must comply with SAFE Act requirements within 30 days of employment

Certificates, Licenses, and Registrations

  • FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable insurance licenses (Life, health, and Variable.)

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at www.FirstHorizon.com.  

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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

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Frequently asked questions

Q: What skills or qualities help someone succeed as a Client Relationship Manager?

A: To succeed as a Client Relationship Manager, key technical skills include proficiency in CRM software, data analysis, and industry-specific knowledge. Soft skills such as excellent communication, active listening, and negotiation skills are also crucial, as they enable effective relationship-building and conflict resolution. Additionally, traits like adaptability, empathy, and a customer-centric mindset are essential for understanding client needs and delivering tailored solutions, ultimately driving long-term client satisfaction and loyalty.

Q: What is the career path for a Client Relationship Manager?

A: A Client Relationship Manager's typical career progression involves starting as a Client Service Representative or Account Manager, where they develop strong communication and problem-solving skills, before advancing to a Senior Account Manager or Client Relationship Manager role, where they oversee large client portfolios and drive business growth. As they progress, they can develop skills in areas such as strategic planning, negotiation, and leadership, and may take on additional responsibilities such as team management or business development. Ultimately, experienced Client Relationship Managers may transition into senior leadership roles, such as Director of Client Services or Business Development Director, or pursue careers in related fields like sales, marketing, or entrepreneurship.

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First Horizon Bank job posting for a Private Client Relationship Manager in Houston, TX with a salary of $41,500 to $62,000 Annually and benefits including Medical, Vision, Dental, and Retirement with a map of Houston location.