Senior Private Wealth Advisor & Relationship Lead

Texas Capital; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aid

Life and disability insurance

401K with match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital is a leading private banking institution delivering personalized wealth management and fiduciary services to affluent clients across Texas. The team leverages specialists to provide interdisciplinary expertise and comprehensive portfolio strategies while building lasting client relationships.

As a Relationship Manager, you will generate new business, manage client experiences, and coordinate with investment, banking, and planning professionals to deliver tailored solutions that

Qualifications

• Bachelor's degree in finance, economics, accounting or related field
• Minimum 7 years experience in banking; 5+ years in private banking
• Experience delivering complex investment solutions to affluent clients

Responsibilities

• Generate new clients and manage ongoing client experience using wealth resources
• Maintain portfolio relationships and ensure extraordinary client service
• Coordinate team communications and execute client plans with subject matter experts
• Proactively select and recommend solutions to meet client objectives
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts
• Prospect through COIs and community activities and collaborate with commercial colleagues
• Mentor junior team members and support a team-based, collaborative environment

Skills

Relationship management

Client communication

Team collaboration

Presentation skills

Cross-functional coordination

Education

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

MBA, CFA or CFP (preferred)

Tools

Microsoft Office

Job description

Texas Capital is a leading private banking institution delivering personalized wealth management and fiduciary services to affluent clients across Texas. The team leverages specialists to provide interdisciplinary expertise and comprehensive portfolio strategies while building lasting client relationships.

As a Relationship Manager, you will generate new business, manage client experiences, and coordinate with investment, banking, and planning professionals to deliver tailored solutions that