Private Client Advisor

Texas Capital Bank; Dallas (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Private Banking Relationship Manager in Dallas to generate new clients, manage a portfolio, and coordinate a team to deliver comprehensive wealth management solutions. The role emphasizes deep product knowledge across investments, banking, mortgages, estate planning, and fiduciary services.

You will cultivate client relationships, present tailored financial strategies, and lead cross-functional teamwork to meet client objectives and growth targets.

Qualifications

• Minimum eight years relevant banking experience with at least five years in private banking.
• Bachelor’s degree in finance, economics, accounting or related field.
• Preferred: MBA, CFA or CFP.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and experience creating and delivering presentations and written materials.

Responsibilities

• Generate new clients and manage the ongoing client experience, leveraging available resources to deliver a complete wealth management solution.
• Remain the ongoing relationship manager for a specific portfolio and ensure every client has an extraordinary experience.
• Coordinate the team’s ongoing communication with the client and orchestrate the execution of the client plan with subject-matter experts.
• Develop perspective on client situations to proactively select and recommend solutions that meet objectives.
• Proactively develop prospects through COIs, associations, and community activities; collaborate with commercial bank colleagues.

Skills

Relationship management

Prospecting

Client presentations

Cross-team collaboration

Financial analysis

Education

Bachelor’s degree in finance, economics, accounting or related field

MBA

CFA

CFP / CFPP

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.ResponsibilitiesLeverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experiencePerform the role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunitiesDemonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associatesThe duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.QualificationsMinimum eight years relevant banking experience required with at least five years in private banking preferredRequired: Bachelor’s degree in finance, economics, accounting or related fieldPreferred: MBA, CFA or CFPPrior experience providing complex investment solutions to affluent or high net worth individuals or familiesPrior sales experience requiredAbility to collaborate with and positively influence team membersStrong communications skills and experience creating and delivering presentations and written materialsThe duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.