Private Banking Relationship Manager - San Antonio or Austin

Amegy Bank; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Paternal Leave

Health Savings (HSA) and Flexible Sp:

Paid Training and PTO

401(k) plan with company match

Tuition Reimbursement

Employee banking products

Job summary

Amegy Bank seeks a Private Banking Relationship Manager to join in San Antonio or Austin. The role combines leadership with hands-on client relationship management for a portfolio of high-value clients.

You will mentor team members, act as a subject matter expert in private banking products, and drive business development through referrals and tailored solutions. The position emphasizes leadership, client service, and strategic portfolio growth.

Qualifications

• Bachelor’s degree and 10+ years of progressive experience in Private Banking, including lending, sales, investment products, and wealth strategies.
• Proven ability in sales, credit analysis, loan structuring, and client relationship management.
• Strong knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products.
• Leadership skills with the ability to mentor and guide team members.
• Excellent interpersonal and communication skills, both verbal and written.
• Commitment to high-quality service and client satisfaction.
• Investment licenses (Series 7 & 63, or similar) a plus, but not required.
• San Antonio or Austin candidates preferred.

Responsibilities

• Lead as team lead and SME for private banking products and services.
• Manage a portfolio of high-value clients and mentor team members.
• Develop and follow up on new client leads through referrals and cross-department collaboration.
• Conduct credit analysis and proper loan structuring; review client portfolios.
• Collaborate with leadership on team performance and strategic initiatives.

Skills

Leadership

Client relationship management

Sales

Credit analysis

Loan structuring

Investment products

Wealth strategies

Microsoft Word

Microsoft Excel

Series 7 & 63 licenses (plus)

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Job description

We are seeking a Private Banking Relationship Manager to join our team in San Antonio or Austin. This is an exciting opportunity for an experienced professional to step into a leadership role, serving as a subject matter expert for the team while continuing to manage client relationships.

Why This Role Is a Great Opportunity for Growth

As a Team Lead, you will not only manage a portfolio of high-value clients but also mentor and guide team members, positioning yourself for advancement within our Private Banking division. This role offers visibility, leadership experience, and the chance to influence team success.

Essential Functions

• Team Leadership & Expertise
• Serve as a subject matter expert for private banking products and services.
• Act as a resource for training and development within the team.

Client Relationship Management

• Act as the principal account and relationship manager for new and existing clients.
• Focus on generating, managing, and servicing a portfolio of clients.
• Maintain a high level of client satisfaction through proactive communication and tailored solutions.

Business Development

• Generate, retain, and expand business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
• Develop and follow up on new client leads through existing clients, referrals from other bank departments and divisions.

Credit & Portfolio Management

• Responsible for credit analysis and proper loan structuring.
• Review client portfolios and make recommendations as needed.

Other Duties

• Collaborate with leadership on team performance and strategic initiatives.
• Other duties as assigned.

Qualifications

Bachelor’s degree and a minimum of 10 years of progressive experience in Private Banking, including expertise in lending, sales, investment products, and comprehensive wealth strategies. A combination of education and relevant experience may be considered.

• Strong knowledge of banking, commercial lending, mortgages, investments, trusts, and insurance products.
• Deep understanding of investment products and wealth strategies, with a focus on building comprehensive wealth plans for clients.
• Proven ability in sales, credit analysis, loan structuring, and client relationship management.
• Leadership skills with the ability to mentor and guide team members.
• Excellent interpersonal and communication skills, both verbal and written.
• Commitment to high-quality service and client satisfaction.
• Proficiency in Microsoft Word and Excel.
• Investment licenses (Series 7 & 63, or similar) a plus, but not required
• San Antonio or Austin candidates preferred.

Benefits

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products