Senior Private Wealth Advisor

Texas Capital; Georgia; On-site; USD 120,000 - 240,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

401K match

Paid time off (PTO)

Job summary

Texas Capital is seeking an experienced private banking professional to lead the relationship management for a portfolio of high-net-worth clients. You will generate new business, coordinate a multidisciplinary team, and deliver comprehensive wealth management solutions tailored to client goals.

You will leverage investment, mortgage, and trust concepts while maintaining exceptional client experiences and expanding COI-based referrals within the community.

Qualifications

• Minimum 10 years banking experience required with at least seven years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field
• MBA, CFA or CFP preferred
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families
• Prior sales experience required
• 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 using available wealth management resources.
• Remain the ongoing relationship manager for a specific portfolio of clients 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 and recommend solutions to meet objectives.
• Demonstrate understanding of investments, banking, mortgage, and trust concepts.
• Proactively prospect COIs, associations, and community activities and internal referrals.
• Collaborate in a team-based environment and mentor junior team members.

Skills

Relationship management

Prospecting

Communication skills

Team collaboration

Education

Bachelor’s degree in finance/economics

MBA or CFA or CFP preferred

Tools

PowerPoint

Excel

Job description

Texas Capital is seeking an experienced private banking professional to lead the relationship management for a portfolio of high-net-worth clients. You will generate new business, coordinate a multidisciplinary team, and deliver comprehensive wealth management solutions tailored to client goals.

You will leverage investment, mortgage, and trust concepts while maintaining exceptional client experiences and expanding COI-based referrals within the community.