Sr. Private Banking Relationship Manager - Downtown Houston TX

Amegy Bank; Houston (TX); On-site; USD 80,000 - 230,000; Full time

Job summary

Amegy Bank is seeking a Sr. Private Banking Relationship Manager to join its esteemed team in downtown Houston. This role involves building long-lasting client relationships, delivering tailored financial services, and managing portfolios for high-net-worth clients. Candidates should have a strong background in banking, communication skills, and a commitment to providing exceptional service.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Parental Leave

401(k) plan with company match

Tuition Reimbursement for qualifying employees

Paid Training and Paid Time Off

Qualifications

• Proven success in private banking, lending, or related experience in financial services.
• Strong knowledge of banking products and relationship management.
• Excellent communication and negotiation skills.

Responsibilities

• Serve as the go-to advisor for high-net-worth clients.
• Drive portfolio growth through client engagement and retention.
• Deliver a full range of financial solutions.

Skills

Communication

Negotiation

Customer Service

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Sr. Private Banking Relationship Manager - Downtown Houston TX

Join to apply for the Sr. Private Banking Relationship Manager - Downtown Houston TX role at Amegy Bank

Sr. Private Banking Relationship Manager - Downtown Houston TX

3 days ago Be among the first 25 applicants

Join to apply for the Sr. Private Banking Relationship Manager - Downtown Houston TX role at Amegy Bank

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.

We’re looking for a seasoned Private Banking Relationship Manager to join our high-performing team in downtown Houston, working from the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.

Key Responsibilities:

• Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their banking relationship.
• Drive portfolio growth through strategic client engagement, retention, and expansion.
• Source new business through referrals, internal partnerships, and your own network.
• Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections.
• Conduct credit analysis and structure loans that align with client goals and risk profiles.
• Ensure exceptional client satisfaction through proactive communication and personalized service.
• Regularly review client portfolios and provide strategic recommendations.
• Collaborate across departments to deliver a seamless, full-service banking experience.
  
  

Qualifications:

Bachelor’s degree or equivalent combination of education and experience.

• Proven success in private banking, lending, or other directly related experience in financial services.
• Strong knowledge of banking products, credit structuring, and relationship management.
• Excellent communication, negotiation, and customer service skills.
• Proficiency with Microsoft Office and banking systems.
  
  

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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