Private Client Strategist & Wealth Advisor

Texas Capital; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank in Houston seeks an experienced Private Banking Relationship Manager to generate new business and manage client portfolios. You will coordinate with investment, wealth, and banking specialists to deliver comprehensive wealth management solutions and build long-lasting client relationships.

The ideal candidate has 7+ years in banking, a finance-related degree, and strong presentation and communication skills; MBA/CFA/CFP preferred for advancement.

Qualifications

• Bachelor’s degree required in finance, economics, accounting or related field
• MBA, CFA or CFP preferred for advancement
• Minimum 7 years of banking experience with private banking background
• Experience providing complex investment solutions to affluent clients or families

Responsibilities

• Generate new clients and manage the ongoing client experience with COIs and communities
• Coordinate with investment advisor, wealth strategist, and banking advisor to deliver wealth management solutions
• Serve as the ongoing relationship manager for a client portfolio and ensure an extraordinary client experience
• Act as chief client strategist coordinating team communication and executing client plans
• Identify opportunities to resolve client needs and meet objectives with appropriate solutions
• Understand investments, banking, mortgage, planning and trust concepts at a high level
• Prospect within communities and with internal bank colleagues
• Mentor junior team members and support staff in delivering service

Skills

Relationship building

Communication skills

Presentation skills

Team collaboration

Education

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

MBA, CFA or CFP preferred

Job description

Texas Capital Bank in Houston seeks an experienced Private Banking Relationship Manager to generate new business and manage client portfolios. You will coordinate with investment, wealth, and banking specialists to deliver comprehensive wealth management solutions and build long-lasting client relationships.

The ideal candidate has 7+ years in banking, a finance-related degree, and strong presentation and communication skills; MBA/CFA/CFP preferred for advancement.