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About the Role
**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 cl...
**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 cl...
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