Senior Private Client Sales Manager

SUMMARY

The Private Client Sales Manager is responsible for developing and managing a portfolio of affluent and high-net-worth client relationships and managing bankers seeking to maintain a client portfolio.

The Private Client Sales Manager 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

Drive sales process and ensure overall success of a large Private Client team, executing strategic initiatives in alignment with organizational financial goals.
Recruit, lead, and coach private banking team members, fostering a culture of professional growth and client-centric excellence.
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.
- Rate: Not Specified
- Location: PALM BEACH, US-FL
- Type: Permanent
- Industry: Sales
- Recruiter: First Horizon Bank
- Contact: Not Specified
- Email: to view click here
- Reference: 1255
- Posted: 2026-09-29 08:35:21 -
- View all Jobs from First Horizon Bank
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Senior Private Client Sales Manager

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