Senior Private Client & Wealth Advisor

Texas Capital Bank; United States; On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family benefits

401K match

Job summary

Texas Capital Bank is seeking an experienced private banking professional to manage a portfolio of affluent clients and deliver integrated wealth-management solutions. You will coordinate with specialists to provide investment, banking, mortgage, and trust guidance while growing the client base.

The ideal candidate has 7+ years in banking, private-banking experience, a finance-related degree, and strong presentation and communication skills to engage clients and COIs.

Qualifications

• Minimum 7 years relevant banking experience; at least five years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field required.
• Preferred: MBA, CFA or CFP.
• Minimum seven years experience in financial services; five years in Private Banking.

Responsibilities

• Generate new clients and manage ongoing client experience while leveraging team resources to deliver wealth management solutions.
• Act as chief client strategist coordinating communication with the client and coordinating with subject matter experts.
• Develop perspectives on client situations to recommend solutions meeting objectives including investments, banking, mortgage, and trust concepts.
• Prospect for COIs, associations, and community activities and collaborate with commercial bank colleagues.
• Operate in a team-based environment and support junior team members and relationship staff.

Education

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

MBA, CFA or CFP (preferred)

Job description

Texas Capital Bank is seeking an experienced private banking professional to manage a portfolio of affluent clients and deliver integrated wealth-management solutions. You will coordinate with specialists to provide investment, banking, mortgage, and trust guidance while growing the client base.

The ideal candidate has 7+ years in banking, private-banking experience, a finance-related degree, and strong presentation and communication skills to engage clients and COIs.