Private Wealth Advisor & Relationship Lead

Texas Capital; Georgia; On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings with 401K match

Paid leave programs

Paid holidays

Paid time off (PTO)

Job summary

Texas Capital seeks an experienced private banking professional to generate new clients and manage an ongoing portfolio with a team of specialists. You will coordinate the client plan and provide interdisciplinary wealth management solutions across investments, banking, mortgage, and trust concepts.

Leverage COIs and community networks to grow business, while delivering an extraordinary client experience and mentoring junior team members in a collaborative environment.

Qualifications

• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.
• Minimum seven years experience in financial services; five years in Private Banking.
• Experience providing complex investment solutions to affluent clients.

Responsibilities

• Generate new clients and manage ongoing client experience using available resources to deliver wealth management solutions.
• Remain the ongoing relationship manager for a portfolio of clients and ensure an extraordinary experience.
• Coordinate team communication with clients and execute the client plan with subject-matter experts.
• Develop perspective on client situations to propose solutions that meet objectives.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts.
• Maintain prospecting across COIs, associations, and community activities and collaborate with commercial colleagues.
• Operate in a team-based environment and support junior team members and client service staff.

Skills

Relationship management

Prospecting

Team collaboration

Strong communication

Education

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

MBA, CFA or CFP

Job description

Texas Capital seeks an experienced private banking professional to generate new clients and manage an ongoing portfolio with a team of specialists. You will coordinate the client plan and provide interdisciplinary wealth management solutions across investments, banking, mortgage, and trust concepts.

Leverage COIs and community networks to grow business, while delivering an extraordinary client experience and mentoring junior team members in a collaborative environment.