Senior Private Wealth Advisor

Texas Capital; Dallas (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health Insurance

401K Match

Paid Holidays

PTO

Job summary

Texas Capital in Dallas is seeking an accomplished Private Banking Relationship Manager to lead client engagements and deliver integrated wealth solutions. You will collaborate with investment advisors, trust professionals and lenders to generate new business, manage portfolios, and coordinate ongoing client communications with a focus on high-net-worth individuals and families.

The role requires a minimum of 10 years in banking, with private banking experience, a finance-related degree, and

Qualifications

• Minimum 10 years relevant banking experience, with at least seven years in private banking.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.
• Experience providing complex investment solutions to affluent or high-net-worth individuals or families.
• Prior sales experience required.
• Strong communication and presentation skills.
• Ability to collaborate and positively influence team members.

Responsibilities

• Collaborate with specialists to provide interdisciplinary wealth management services.
• Generate new clients and manage ongoing client experience using available resources.
• Serve as ongoing relationship manager for a client portfolio delivering extraordinary service.
• Coordinate team communication with clients and execute the client plan.
• Develop understanding to recommend solutions meeting client objectives.
• Demonstrate knowledge of investments, banking, mortgage, planning and trust concepts.
• Prospect through COIs, associations, and community activities; internal referrals.
• Operate in a collaborative team environment and support junior team members.

Skills

Relationship Management

Private Banking

Client Acquisition

Communication Skills

Team Collaboration

Education

Bachelor’s in Finance/Economics

MBA

CFA

CFP

Job description

Texas Capital in Dallas is seeking an accomplished Private Banking Relationship Manager to lead client engagements and deliver integrated wealth solutions. You will collaborate with investment advisors, trust professionals and lenders to generate new business, manage portfolios, and coordinate ongoing client communications with a focus on high-net-worth individuals and families.

The role requires a minimum of 10 years in banking, with private banking experience, a finance-related degree, and