Senior Private Client Advisor - High-Net-Worth Wealth

NBH Bank

Dallas (TX)

On-site

USD 120,000 - 160,000

Full time

6 days ago
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Benefits offered by this job

Insurance
401k
Stock purchase plan
Paid time off
Employee banking perks

Job summary

NBH Bank is seeking a Senior Private Client Advisor to lead growth in our private banking and wealth management business in the Dallas area. You will drive client acquisition, deliver integrated banking and wealth solutions, and managerelationships with high-net-worth clients through close collaboration with mortgage, lending, and trust teams.

The role requires deep knowledge of deposits, lending, and wealth management products, plus leadership experience across regions.

Qualifications

  • High school diploma or equivalent experience.
  • 10+ years of experience in private banking, wealth management, or high-net-worth client services.
  • Proven leadership experience managing regional or multi-market teams.
  • Strong track record of business development, client acquisition, and portfolio growth.
  • Strong knowledge of deposit and lending solutions, including residential mortgage lending (jumbo, portfolio, construction).
  • Demonstrated ability to analyze complex financial statements and client structures.
  • Active NMLS license (or ability to obtain).

Responsibilities

  • Drive client acquisition and deepening relationships in private banking.
  • Lead regional growth strategy for private client relationships and assets under management.
  • Provide wealth solutions through partnership with wealth management and trust teams.
  • Ensure compliance with regulatory requirements and internal policies.
  • Collaborate with private bank mortgage origination team to deliver personalized service.

Skills

Relationship management
Client acquisition
Portfolio growth
Lending solutions knowledge
Residential mortgage lending
Wealth management knowledge
Regulatory compliance understanding

Education

High school diploma or equivalent
Bachelor's degree preferred

Job description

NBH Bank is seeking a Senior Private Client Advisor to lead growth in our private banking and wealth management business in the Dallas area. You will drive client acquisition, deliver integrated banking and wealth solutions, and managerelationships with high-net-worth clients through close collaboration with mortgage, lending, and trust teams.

The role requires deep knowledge of deposits, lending, and wealth management products, plus leadership experience across regions.

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