Elite Private Client Advisor - Wealth Growth

Vista Bank; Dallas, Northern (TX, KY); Hybrid; USD 110,000 - 190,000; Full time

Job summary

NBH Bank is seeking a Senior Private Client Advisor in Dallas to lead growth in private banking and wealth management for high-net-worth clients. You will deliver tailored banking and lending solutions, partnering with wealth management teams to deepen client relationships and grow assets under management.

The role emphasizes high-touch service, strong regulatory compliance, and collaboration with private bank mortgage origination and credit teams to provide bespoke solutions.

Qualifications

• 10+ years of experience in private banking, wealth management, or high-net-worth client services.
• Proven leadership experience managing regional or multi-market teams.
• Strong track record of business development, client acquisition, and portfolio growth.
• Strong knowledge of deposit and lending solutions, including jumbo mortgages and construction products, and wealth management capabilities.
• Ability to analyze complex financial statements and client structures.
• Active NMLS license (or ability to obtain).

Responsibilities

• Drive client acquisition and deepen relationships with high-net-worth clients.
• Deliver integrated banking, lending, and wealth solutions in partnership with other teams.
• Develop regional strategy to drive growth in private client relationships and AUM.
• Ensure compliance with banking laws and internal policies.
• Monitor portfolio performance including loan growth, deposits, and profitability metrics.

Skills

Relationship management

Business development

Portfolio growth

Mortgage lending knowledge

Financial statement analysis

Client acquisition

Regulatory compliance knowledge

Education

High school diploma or equivalent

Bachelor’s degree (preferred)

Job description

NBH Bank is seeking a Senior Private Client Advisor in Dallas to lead growth in private banking and wealth management for high-net-worth clients. You will deliver tailored banking and lending solutions, partnering with wealth management teams to deepen client relationships and grow assets under management.

The role emphasizes high-touch service, strong regulatory compliance, and collaboration with private bank mortgage origination and credit teams to provide bespoke solutions.