Private Banking Manager jobs in Fort Lauderdale, FL

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Senior Private Banking Relationship Manager
  • First Horizon
  • Fort Lauderdale, FL FULL_TIME
  • As a Private Bankers (PB), you are responsible for business development of professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices.   The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations.  In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES
    • Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
    • Generate business results and acquire new assets, both from new client acquisition
    • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
    • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
    • Connect your clients across all lines of business
    • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
    • Strictly adhere to all risk and control policies, regulatory guidelines and security measures
    • Performs all other duties as assigned. 
    QUALIFICATIONS
    • Ten plus years of work experience in Private Banking or Financial Services
    • Bachelor’s Degree required
    • Proven sales success and strong business acumen
    • Strong community presence with an established network
    • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
    • Focuses on the client experience and works tirelessly on the client’s behalf

     

    PREFERRED QUALIFICATIONS

    • MBA, JD, CFA, or CFP preferred
    • Series 7, 66 and Insurance licenses required for position
    • Proactive, takes initiative, and uses critical thinking to solve problems
    • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
    • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business

     

    About Us
    First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

    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


    Follow Us
    Facebook -- facebook.com/FirstHorizonBank
    Twitter -- twitter.com/FirstHorizonBnk
    LinkedIn -- linkedin.com/company/first-horizon-bank
    Instagram -- instagram.com/first_horizon
    YouTube -- youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q

    Corporate Diversity Commitment:
    We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

  • 10 Days Ago

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Clinical Manager
  • Activa Home Health & Nightingale Private Care
  • Springs, FL FULL_TIME
  • $70,000 - $80,000 Compensation Package Offering a $10,000 sign on bonus Activa Home Health (an AccordCare Company) is a licensed Medicare-certified home health agency consistently seeking enthusiastic...
  • 13 Days Ago

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Nurse Case Manager
  • Activa Home Health & Nightingale Private Care
  • Springs, FL FULL_TIME
  • Nightingale Private Care (an AccordCare Company) is a licensed home care agency consistently seeking enthusiastic, customer-service-driven Nurse Case Managers to join our growing agency throughout the...
  • 13 Days Ago

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Sales Home Care Private Duty
  • Nightingale Private Care (an AccordCare Company)
  • Springs, FL FULL_TIME
  • AccordCare and our family of brands, including Nightingale Private Care, an ACHC accredited agency is seeking experienced Sales Reps. We focus on our employees to ensure they have a healthy work and l...
  • 1 Month Ago

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Account Executive - Sales - Private Duty
  • Complete Home Care - Private Duty
  • Fort Lauderdale, FL FULL_TIME
  • Description We are looking for a reliable and compassionate Account Executive - Sales - Private Duty for home health to join our team.Coverage Areas: Broward and Surrounding areas.Why Complete Home Ca...
  • 1 Month Ago

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Tax Manager - Private Client Services
  • EisnerAmper
  • Fort Lauderdale, FL FULL_TIME
  • Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next ste...
  • 5 Days Ago

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0 Private Banking Manager jobs found in Fort Lauderdale, FL area

Fort Lauderdale (/ˈlɔːdərdeɪl/) is a city in the U.S. state of Florida, 28 miles (45 km) north of Miami. It is the county seat of Broward County. As of the 2017[update] census, the city has an estimated population of 180,072. Fort Lauderdale is a principal city of the Miami metropolitan area, which was home to an estimated 6,158,824 people in 2017. The city is a popular tourist destination, with an average year-round temperature of 75.5 °F (24.2 °C) and 3,000 hours of sunshine per year. Greater Fort Lauderdale, encompassing all of Broward County, hosted 12 million visitors in 2012, including...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$172,813 to $246,077
Fort Lauderdale, Florida area prices
were up 2.9% from a year ago

Private Banking Manager in Chicago, IL
A wealth manager for high net-worth individuals and families, needs to learn how to identify and analyze challenges these clients face, and understand how to develop specific strategies to minimize tax, monetize and protect assets, maximize growth and transfer wealth.
December 16, 2019
Private Banking Manager in Rockford, IL
That’s why the RBC Private Banking model provides you with a private banker, supported by a dedicated private banking associate and a manager of credit structures.
November 27, 2019
Private Banking Manager in Rock Hill, SC
And Europe cracked down on tax evasion, driving clients to pull tens of billions of dollars out of Switzerland and forcing private banks there to seek new pockets of wealth.
January 01, 2020