Private Client Advisor

Texas Capital; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aid

Life and disability insurance

401K with match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital is a leading private banking institution delivering personalized wealth management and fiduciary services to affluent clients across Texas. The team leverages specialists to provide interdisciplinary expertise and comprehensive portfolio strategies while building lasting client relationships.

As a Relationship Manager, you will generate new business, manage client experiences, and coordinate with investment, banking, and planning professionals to deliver tailored solutions that

Qualifications

• Bachelor's degree in finance, economics, accounting or related field
• Minimum 7 years experience in banking; 5+ years in private banking
• Experience delivering complex investment solutions to affluent clients

Responsibilities

• Generate new clients and manage ongoing client experience using wealth resources
• Maintain portfolio relationships and ensure extraordinary client service
• Coordinate team communications and execute client plans with subject matter experts
• Proactively select and recommend solutions to meet client objectives
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts
• Prospect through COIs and community activities and collaborate with commercial colleagues
• Mentor junior team members and support a team-based, collaborative environment

Skills

Relationship management

Client communication

Team collaboration

Presentation skills

Cross-functional coordination

Education

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

MBA, CFA or CFP (preferred)

Tools

Microsoft Office

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

The 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.

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

The 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.