Private Banking Manager jobs in Pompano Beach, 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.

  • 13 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...
  • 16 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...
  • 16 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...
  • 8 Days Ago

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0 Private Banking Manager jobs found in Pompano Beach, FL area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • West Palm Beach, FL
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Senior Trust Officer
  • Citizens
  • West Palm Beach, FL
  • Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate ...
  • 4/22/2024 12:00:00 AM

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M&A Sr. Analyst
  • Santander Private Banking International
  • Miami, FL
  • Position Summary The Product Analyst actively collaborates in the development of the incubation of new M&A projects whic...
  • 4/22/2024 12:00:00 AM

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Financial Representative - Fort Lauderdale, FL
  • Fidelity TalentSource LLC
  • Fort Lauderdale, FL
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
  • 4/21/2024 12:00:00 AM

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Director of Treasury
  • Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
  • Fort Lauderdale, FL
  • **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
  • 4/21/2024 12:00:00 AM

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Senior Treasury Analyst
  • H.i.g. Capital
  • Miami, FL
  • Firm Overview: H.I.G. Capital is a leading global private equity investment firm with $60 billion of assets under manage...
  • 4/21/2024 12:00:00 AM

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Director of Treasury
  • Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
  • Fort Lauderdale, FL
  • **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
  • 4/19/2024 12:00:00 AM

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Financial Service Representative, Pembroke Lakes
  • TD Bank Group
  • Pembroke Pines, FL
  • We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a d...
  • 4/19/2024 12:00:00 AM

Pompano Beach /ˌpɒmpənoʊ ˈbiːtʃ/ is a city in Broward County, Florida, United States, along the coast of the Atlantic Ocean just to the north of Fort Lauderdale. The nearby Hillsboro Inlet forms part of the Atlantic Intracoastal Waterway. As of the 2010 census the city's population was 99,845, It is a principal city of the Miami metropolitan area, which was home to an estimated 6,012,331 people at the 2015 census. Pompano Beach is currently in the middle of a redevelopment process to revitalize its beachfront and historic downtown. The city has also been listed as one of the top real estate ma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$172,813 to $246,077
Pompano Beach, Florida area prices
were up 2.9% from a year ago

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