Senior Private Client Advisor - Wealth Strategy

Texas Capital Bank; Dallas (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Private Banking Relationship Manager in Dallas to generate new clients, manage a portfolio, and coordinate a team to deliver comprehensive wealth management solutions. The role emphasizes deep product knowledge across investments, banking, mortgages, estate planning, and fiduciary services.

You will cultivate client relationships, present tailored financial strategies, and lead cross-functional teamwork to meet client objectives and growth targets.

Qualifications

• Minimum eight years relevant banking experience with at least five years in private banking.
• Bachelor’s degree in finance, economics, accounting or related field.
• Preferred: MBA, CFA or CFP.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and experience creating and delivering presentations and written materials.

Responsibilities

• Generate new clients and manage the ongoing client experience, leveraging available resources to deliver a complete wealth management solution.
• Remain the ongoing relationship manager for a specific portfolio and ensure every client has an extraordinary experience.
• Coordinate the team’s ongoing communication with the client and orchestrate the execution of the client plan with subject-matter experts.
• Develop perspective on client situations to proactively select and recommend solutions that meet objectives.
• Proactively develop prospects through COIs, associations, and community activities; collaborate with commercial bank colleagues.

Skills

Relationship management

Prospecting

Client presentations

Cross-team collaboration

Financial analysis

Education

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

MBA

CFA

CFP / CFPP

Job description

Texas Capital Bank is seeking an experienced Private Banking Relationship Manager in Dallas to generate new clients, manage a portfolio, and coordinate a team to deliver comprehensive wealth management solutions. The role emphasizes deep product knowledge across investments, banking, mortgages, estate planning, and fiduciary services.

You will cultivate client relationships, present tailored financial strategies, and lead cross-functional teamwork to meet client objectives and growth targets.