Private Client Advisor

Texas Capital Bancshares
Dallas
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Collaboration","Communication","Influencing","Presentations","Written communication"]

Serve as a lead relationship manager for a portfolio of private clients, orchestrating communication and coordinating interdisciplinary specialists to deliver a complete wealth management solution. Generate new clients, prospect through centers of influence and community activities, and proactively recommend strategies based on a strong understanding of investments, banking, mortgage, planning, and trust concepts. Collaborate in a team environment and help develop junior team members.

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Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a lead relationship manager for a portfolio of private clients, orchestrating communication and coordinating interdisciplinary specialists to deliver a complete wealth management solution. Generate new clients, prospect through centers of influence and community activities, and proactively recommend strategies based on a strong understanding of investments, banking, mortgage, planning, and trust concepts. Collaborate in a team environment and help develop junior team members.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Leverage specialists (investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor) to provide interdisciplinary expertise and portfolio management.
  • •Generate new clients and manage the ongoing client experience while engaging available resources to deliver complete wealth management solutions.
  • •Remain the relationship manager for a specific client portfolio and ensure each client receives an extraordinary experience.
  • •Coordinate the client plan by serving as chief client strategist and orchestrating ongoing communication with clients.
  • •Demonstrate continuous prospecting through centers of influence, associations, community activities, and internal commercial bank colleagues.

Pay and Benefits

Perks:Health InsuranceRetirement Savings401k MatchPaid LeavePaid HolidaysLife InsuranceDisability InsuranceWellness StipendFertility SupportFamily Building

Key Requirements

  • •Minimum 7 years relevant banking experience, with at least 5 years in private banking preferred.
  • •Bachelor’s degree in finance, economics, accounting or related field.
  • •Preferred: MBA, CFA or CFP.
  • •Experience providing complex investment solutions to affluent or high net worth individuals or families.
  • •Strong communications skills with experience creating and delivering presentations and written materials.
Experience:7+ yearsPrivate bankingFinancial servicesWealth managementInvestment solutions
Education:Bachelor's in finance, economics, accounting
Skills:CollaborationCommunicationInfluencingPresentationsWritten communication
Certifications:MBACFACFP

Company Brief

Texas Capital Bancshares
Texas Capital Bancshares is the publicly traded parent company of Texas Capital Bank, a full-service financial institution offering commercial banking, treasury management, wealth management, and capital markets services to businesses and individuals in Texas and beyond.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dallas, United States
Founded: 1998
WebsiteLinkedIn