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 seeks a seasoned Sr. Private Banking Relationship Manager to join its team in downtown Houston. The role involves managing high-net-worth clients, delivering tailored financial solutions, and driving portfolio growth through strategic engagement. Candidates should possess a Bachelor's degree and proven expertise in private banking, supported by strong communication and relationship management skills. Benefits include competitive compensation, medical insurance starting day one, and a 401(k) plan with company match.

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Qualifications

• Proven success in private banking or related financial services.
• Strong knowledge of banking products and services.
• Experience with managing high-net-worth clients.

Responsibilities

• Serve as advisor for high-net-worth clients, managing banking relationships.
• Drive portfolio growth through client engagement and referrals.
• Deliver a range of financial solutions to meet client needs.

Skills

Communication

Negotiation

Customer Service

Relationship Management

Credit Structuring

Education

Bachelor’s degree

Tools

Microsoft Office

Banking systems

Job description

Sr. Private Banking Relationship Manager - Downtown Houston TX

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Sr. Private Banking Relationship Manager - Downtown Houston TX

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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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