Private Client Advisor

Texas Capital Bank; Dallas, Northern (TX, KY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings plans with generous

401K match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will leverage interdisciplinary experts to deliver comprehensive financial solutions and ensure a superior client experience.

The role requires presenting investment strategies, collaborating with specialists, and maintaining portfolios to meet clients’ long-term objectives. A strong track record in private banking and sales is essential.

Qualifications

• Eight+ years of banking experience with focus in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field required.
• MBA, CFA, or CFP preferred.
• Experience delivering complex investment solutions to affluent/high-net-worth clients.
• Prior sales experience required.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and ability to create and present written materials.

Responsibilities

• Generate new clients and manage or coordinate ongoing client experience using available resources.
• Serve as the chief client strategist by coordinating team communication and executing client plans.
• Maintain relationships for a portfolio of clients and ensure an extraordinary client experience.
• Proactively identify and recommend solutions to meet client objectives across investments, banking, mortgage, planning and trust.

Skills

Communication skills

Presentation skills

Prospecting skills

Team collaboration

Education

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

MBA

CFA

CFP

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 banks at a scale that makes sense 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. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies.

Benefits and Perks

• 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
• paid time off (PTO)

Responsibilities

• Leverages 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 experience.
• Perform 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 opportunities.
• Demonstrate 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 associates.

Qualifications

• Minimum eight years relevant banking experience required with at least five years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field required.
• Preferred: MBA, CFA or CFP.
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families.
• Prior sales experience required.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and experience creating and delivering presentations and written materials.

Texas Capital is an Equal Opportunity Employer.