Senior Trust Relationship Manager at First Horizon National Corporation in Knoxville, TN
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 First Horizon'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 First Horizon resources and utilizes fiduciary knowledge, experience, and First Horizon resources to identify opportunities for relationship enhancement. Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication. Exhibits excellent time management skills. Builds and maintains knowledge of First Horizon 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 First Horizon. Identifies opportunities to showcase First Horizon 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 organizational skills Good analytical and problem solving skills, including attention to detail Skilled in applicable computer soFirst Horizonware, e.g., Microsoft Word, Microsoft Excel, etc. Relevant certifications 6-10 years of Trust or Investment Advisor experience or the equivalent in education and experience.
Salary Range:
$100K -- $150K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
Knowledge of trust principles, regulatory and tax matters relating to the administration of trust accounts Strong presentation and sales skills Excellent oral, written and organizational skills Good analytical and problem solving skills, including attention to detail Skilled in applicable computer soFirst Horizonware, e.g., Microsoft Word, Microsoft Excel, etc. Relevant certifications 6-10 years of Trust or Investment Advisor experience or the equivalent in education and experience.
Salary Range:
$100K -- $150K
Minimum Qualification
Banking, Loans & InsuranceEstimated Salary: $20 to $28 per hour based on qualifications.
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