Sr. Private Client Advisor

Texas Capital; Dallas (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Health Insurance

401K Match

Paid Holidays

PTO

Job summary

Texas Capital in Dallas is seeking an accomplished Private Banking Relationship Manager to lead client engagements and deliver integrated wealth solutions. You will collaborate with investment advisors, trust professionals and lenders to generate new business, manage portfolios, and coordinate ongoing client communications with a focus on high-net-worth individuals and families.

The role requires a minimum of 10 years in banking, with private banking experience, a finance-related degree, and

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 or CFP preferred.
• Experience providing complex investment solutions to affluent or high-net-worth individuals or families.
• Prior sales experience required.
• Strong communication and presentation skills.
• Ability to collaborate and positively influence team members.

Responsibilities

• Collaborate with specialists to provide interdisciplinary wealth management services.
• Generate new clients and manage ongoing client experience using available resources.
• Serve as ongoing relationship manager for a client portfolio delivering extraordinary service.
• Coordinate team communication with clients and execute the client plan.
• Develop understanding to recommend solutions meeting client objectives.
• Demonstrate knowledge of investments, banking, mortgage, planning and trust concepts.
• Prospect through COIs, associations, and community activities; internal referrals.
• Operate in a collaborative team environment and support junior team members.

Skills

Relationship Management

Private Banking

Client Acquisition

Communication Skills

Team Collaboration

Education

Bachelor’s in Finance/Economics

MBA

CFA

CFP

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas‑Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities

• Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
• Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
• Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
• Perform the role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
• Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
• Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
• Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
• Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
• Required: Bachelor’s degree in finance, economics, accounting or related field
• Preferred: MBA, CFA or CFP
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families
• Prior sales experience required
• Ability to collaborate with and positively influence team members
• Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.