Location: On site at location listed in job posting.
Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client satisfaction as the relationship manager by collaborating with the service team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify and implement advisory solutions. Job Description : -Manages assigned account base of wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals. Exhibits thorough knowledge of governing documents and account agreements. Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory skills through training and experience. -Primarily responsible for leading client conversations for life driven wealth management. Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client. Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients. Explains complicated concepts to clients. Maintains a working knowledge of various FH resources and utilizes fiduciary knowledge, experience, and FH resources to identify opportunities for relationship enhancement. -Focused client services with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication. Exhibits excellent time management skills. -Builds and maintains knowledge of FH fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships. Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes fiduciary risk issues and seeks appropriate resolution. -Cultivates relationships with referral sources and external professional advisors; identifies and develops new business opportunities. Participates in community and professional organizations representing FH. Identifies opportunities to showcase FH expertise and thought leadership. -Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements. Job Requirements : -Knowledge of trust principles, regulatory and tax matters relating to the administration of trust accounts -Strong presentation and sales skills. -Excellent oral, written and organization skills -Good analytical and problem-solving skills, including attention to detail -Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education and experience. About UsOverview: Join our team as a day shift, full-time, Credentialing Specialist in Tyler, TX . Why Join Us? Thrive in a People-First Environment and Make Healthcare Better ~ Thrive: We empower our team with career growth opportunities, tuition assistance...
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