Senior Private Wealth Advisor & Client Strategist

Texas Capital Bank; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility and family building aids

Life and disability insurance

401K match

Paid leave & holidays & PTO

Job summary

Texas Capital Bank is seeking a seasoned Private Banker to lead high net worth client relationships within wealth management. You will collaborate with investment advisors and bankers to deliver integrated solutions and grow a portfolio of affluent clients in a team-driven, client-focused environment.

The role emphasizes deep financial expertise, collaboration across specialists, and a proactive approach to wealth planning, estate and loan products, with a focus on exceptional client experience.

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/ CFP preferred.
• Experience delivering complex investment solutions to affluent/high net worth clients; sales experience required.

Responsibilities

• Generate new clients and manage ongoing client experience using PWA resources to deliver wealth management solutions.
• Serve as chief client strategist coordinating the team’s ongoing communication with the client and executing the client plan with subject matter expert teammates.
• Proactively select and recommend solutions to resolve client issues and meet objectives.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts including asset allocation and wealth planning opportunities.
• Prospect for COIs and communities and collaborate with commercial bank colleagues.
• Operate in a team-based environment and support junior team members and relationship staff.

Skills

Private banking experience

Relationship management

Communication skills

Sales experience

Team collaboration

Presentation skills

Financial knowledge

Education

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

MBA, CFA or CFP

Job description

Texas Capital Bank is seeking a seasoned Private Banker to lead high net worth client relationships within wealth management. You will collaborate with investment advisors and bankers to deliver integrated solutions and grow a portfolio of affluent clients in a team-driven, client-focused environment.

The role emphasizes deep financial expertise, collaboration across specialists, and a proactive approach to wealth planning, estate and loan products, with a focus on exceptional client experience.