Private Client Relationship Manager
Company: First Horizon
Location: Knoxville
Posted on: March 31, 2026
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Job Description:
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, 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 nations 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
Keywords: First Horizon, Knoxville , Private Client Relationship Manager, Accounting, Auditing , Knoxville, Tennessee
