Senior Private Client Advisor - Wealth Strategy & Growth

Texas Capital Bank; Dallas (TX); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings plans with generous

401K match

Paid leave programs

Paid holidays

PTO

Job summary

Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will leverage interdisciplinary experts to deliver comprehensive financial solutions and ensure a superior client experience.

The role requires presenting investment strategies, collaborating with specialists, and maintaining portfolios to meet clients’ long-term objectives. A strong track record in private banking and sales is essential.

Qualifications

• Eight+ years of banking experience with focus in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field required.
• MBA, CFA, or CFP preferred.
• Experience delivering complex investment solutions to affluent/high-net-worth clients.
• Prior sales experience required.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and ability to create and present written materials.

Responsibilities

• Generate new clients and manage or coordinate ongoing client experience using available resources.
• Serve as the chief client strategist by coordinating team communication and executing client plans.
• Maintain relationships for a portfolio of clients and ensure an extraordinary client experience.
• Proactively identify and recommend solutions to meet client objectives across investments, banking, mortgage, planning and trust.

Skills

Communication skills

Presentation skills

Prospecting skills

Team collaboration

Education

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

MBA

CFA

CFP

Job description

Texas Capital Bank is seeking an experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the Dallas area. You will leverage interdisciplinary experts to deliver comprehensive financial solutions and ensure a superior client experience.

The role requires presenting investment strategies, collaborating with specialists, and maintaining portfolios to meet clients’ long-term objectives. A strong track record in private banking and sales is essential.