Private Client Advisor

Texas Capital Bank; Houston (TX); Hybrid; USD 150,000 - 290,000; Full time

Job summary

Texas Capital Bank is seeking a seasoned private banking professional to lead client relationships and deliver integrated wealth management solutions.

You will collaborate with investment advisors, trust professionals and bankers to coordinate strategies, manage a portfolio, and ensure an exceptional client experience.

Applicants should have 7+ years in banking, a finance-related degree, and strong presentation skills; MBA/CFA/CFP preferred.

Qualifications

• Minimum 7 years of banking experience with at least 5 years in private banking.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.

Responsibilities

• Leverages specialists to provide interdisciplinary expertise and portfolio management.
• Generate new clients and manage ongoing client experience.
• Remain the ongoing relationship manager for a specific portfolio of clients and ensure an extraordinary experience.
• Coordinate the team’s ongoing communication with the client and orchestrate execution of the client plan with subject matter experts.
• Develop perspective on client situations to proactively select and recommend solutions.
• Demonstrate an understanding of investments, banking, mortgage, planning and trust concepts.
• Demonstrate prospecting skills with COIs, associations, and community activities; collaborate with commercial banking colleagues.
• Operate in a team-based environment and assist in development and retention of junior team members.

Skills

Client relationship management

Prospecting & business development

Presentation skills

Team collaboration

Communication skills

Sales experience

Financial services knowledge

Education

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

MBA, CFA or CFP (preferred)

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.

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 7 years relevant banking experience required with at least five years in private banking preferred.
• Required: Bachelor’s degree in finance, economics, accounting or related field.
• Preferred: MBA, CFA or CFP.
• Minimum seven years experience in financial services; five years in Private Banking.
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families.
• Prior sales experience preferred.
• 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.

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