Senior Private Client & Wealth Strategy Lead

Texas Capital Bank; Dallas (TX); In loco; USD 150.000 - 230.000; Tempo pieno

Descrizione del lavoro

Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate new clients, coordinate interdisciplinary experts, and deliver comprehensive wealth solutions to affluent individuals and families.

In this role you remain the primary relationship owner for your portfolio, guiding client plans, communicating with the team, and identifying investment, banking, mortgage, and trust opportunities.

Competenze

• Minimum 10 years relevant banking experience; 7+ years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFPP preferred.
• Prior sales experience required.
• Ability to collaborate with and influence team members.
• Strong communications and presentation skills.

Mansioni

• Generate new clients and manage the ongoing client experience while engaging interdisciplinary experts to deliver wealth management solutions.
• Remain the ongoing relationship manager for a specific portfolio of clients and ensure an extraordinary experience.
• Coordinate team communication with clients and execute the client plan with subject matter experts.
• Develop perspectives on client situations to proactively identify and recommend financial and wealth planning solutions.
• Demonstrate knowledge of investments, banking, mortgage, planning and trust concepts.
• Prospect through COIs and community involvement; work with private banking colleagues.
• Foster a collaborative, team-based environment and mentor junior team members.

Conoscenze

Communication skills

Presentation skills

Team collaboration

Sales experience

Formazione

Bachelor’s degree in finance/economics/accounting

MBA/CFA/CFPP preferred

Strumenti

CRM systems

Descrizione del lavoro

Texas Capital Bank is seeking an experienced wealth management professional to serve as a senior private banking relationship manager in Dallas. You will generate new clients, coordinate interdisciplinary experts, and deliver comprehensive wealth solutions to affluent individuals and families.

In this role you remain the primary relationship owner for your portfolio, guiding client plans, communicating with the team, and identifying investment, banking, mortgage, and trust opportunities.