Private Client Advisor: Wealth Strategy & Relationships

Texas Capital; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Job summary

Texas Capital Bank seeks an experienced Private Banking professional to generate new clients and manage the end-to-end client experience within a wealth management team. You will coordinate interdisciplinary specialists to deliver comprehensive solutions for affluent clients.

You will rotate through portfolio management, investments, banking, mortgage and trust concepts while expanding your network of COIs and community contacts.

Qualifications

• Minimum 7 years of banking experience with 5 years in private banking.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.
• Experience delivering complex investment solutions to affluent clients.

Responsibilities

• Leverage specialists to provide interdisciplinary wealth management solutions.
• Generate new clients and manage ongoing client experience using PWA resources.
• Remain the relationship manager for a client portfolio with exceptional service.
• Coordinate team communication and execute client plans with subject-matter experts.
• Develop perspectives to propose solutions meeting client objectives.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts.
• Prospect COIs, associations, and community activities to grow business.
• Collaborate in a team-based environment and mentor junior staff.

Skills

Relationship management

Portfolio management

New client acquisition

Team collaboration

Education

Bachelor’s degree in finance

MBA / CFA / CFP preferred

Job description

Texas Capital Bank seeks an experienced Private Banking professional to generate new clients and manage the end-to-end client experience within a wealth management team. You will coordinate interdisciplinary specialists to deliver comprehensive solutions for affluent clients.

You will rotate through portfolio management, investments, banking, mortgage and trust concepts while expanding your network of COIs and community contacts.