Senior Private Wealth Advisor & Relationship Leader

Texas Capital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aid

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks an experienced wealth management professional to generate new clients and manage the ongoing client experience, coordinating with investment advisor, wealth strategist, financial planner, trust administrator, and banking advisor to deliver an integrated wealth solution.

You will remain the relationship manager for a defined portfolio, acting as chief client strategist to align the client plan with the team, while developing insights to recommend solutions.

Qualifications

• Minimum eight years relevant banking experience; five years in private banking preferred.
• 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.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and experience creating and delivering presentations and written materials.

Responsibilities

• Leverages team specialists to provide interdisciplinary wealth management solutions.
• Generate new clients and manage the ongoing client experience with available resources.
• Serve as the ongoing relationship manager for a client portfolio.
• Act as chief client strategist coordinating client communication and execution of the plan.
• Develop perspective to proactively select and recommend solutions.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts.
• Prospect for COIs and engage internal colleagues.
• Operate in a collaborative, team-based environment and mentor juniors.

Skills

Client relationship management

Collaborative mindset

Strong communication

Presentation & written materials

Education

Bachelor's degree in finance/economics/accounting

MBA, CFA or CFP

Job description

Texas Capital Bank seeks an experienced wealth management professional to generate new clients and manage the ongoing client experience, coordinating with investment advisor, wealth strategist, financial planner, trust administrator, and banking advisor to deliver an integrated wealth solution.

You will remain the relationship manager for a defined portfolio, acting as chief client strategist to align the client plan with the team, while developing insights to recommend solutions.