Senior Private Banker - Wealth Strategy & Client Experience

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 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.