Location
landmark, mb, Canada
Posted
June 19, 2026
Job Description
Join First Horizon as a Private Client Relationship Expert focusing on high-net-worth clients. This role emphasizes strategic wealth management and robust client relations.
As a Private Client Relationship Manager, you will advise clients on wealth preservation and management while developing new business channels. Utilize your advanced credit knowledge to provide solutions that address clients' complex financial needs. Collaborate with other specialists to ensure comprehensive financial strategies for clients.
Key Responsibilities:
• Meet growth and profitability goals through client acquisition
• Advise clients on business transition and wealth management
• Cultivate referral sources to enhance service offerings
• Partner with investment, trust, and insurance specialists
• Ensure compliance with regulatory standards and risk management
Requirements:
• Bachelor’s Degree required
• Minimum 5 years in wealth management experience
• Necessary licenses: Se...
As a Private Client Relationship Manager, you will advise clients on wealth preservation and management while developing new business channels. Utilize your advanced credit knowledge to provide solutions that address clients' complex financial needs. Collaborate with other specialists to ensure comprehensive financial strategies for clients.
Key Responsibilities:
• Meet growth and profitability goals through client acquisition
• Advise clients on business transition and wealth management
• Cultivate referral sources to enhance service offerings
• Partner with investment, trust, and insurance specialists
• Ensure compliance with regulatory standards and risk management
Requirements:
• Bachelor’s Degree required
• Minimum 5 years in wealth management experience
• Necessary licenses: Se...