Texas Capital Bancshares

2 months ago

Sr Private Client Advisor

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Serve as an ongoing relationship manager for a portfolio of private banking clients while generating new clients and quarterbacking the client experience. Coordinate a multidisciplinary team to deliver interdisciplinary expertise, portfolio management, and an end-to-end wealth management solution. Act as chief client strategist, proactively recommend solutions aligned to client objectives, and drive continuous prospecting through centers of influence and community involvement.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Leverage specialists on the team (investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor) to provide interdisciplinary expertise and portfolio management.
•Generate new clients and manage or quarterback the ongoing client experience to deliver a complete wealth management solution.
•Remain an ongoing relationship manager for a specific portfolio of clients, ensuring an extraordinary client experience.
•Coordinate ongoing client communication and orchestrate execution of the client plan with subject matter expert teammates.
•Select and recommend proactive solutions based on client situations, helping meet objectives through investments, banking, mortgage, planning, and trust concepts.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysFertility Support

Key Requirements

•Minimum 10 years relevant banking experience required, with at least seven years in private banking preferred.
•Bachelor’s degree in finance, economics, accounting, or related field.
•Prior experience providing complex investment solutions to affluent or high net worth individuals or families.
•Prior sales experience required.
•Strong communications skills, including creating and delivering presentations and written materials.

Experience:10+ yearsPrivate bankingWealth managementHigh net worth

Education:Bachelor's in finance, economics, accounting or related field

Skills:CommunicationsCollaborationClient relationship managementProspectingPresentation skills

Certifications:CFACFPMBA

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

2 months ago

Sr Private Client Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Leverage specialists on the team (investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor) to provide interdisciplinary expertise and portfolio management.
•Generate new clients and manage or quarterback the ongoing client experience to deliver a complete wealth management solution.
•Remain an ongoing relationship manager for a specific portfolio of clients, ensuring an extraordinary client experience.
•Coordinate ongoing client communication and orchestrate execution of the client plan with subject matter expert teammates.
•Select and recommend proactive solutions based on client situations, helping meet objectives through investments, banking, mortgage, planning, and trust concepts.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysFertility Support

Key Requirements

•Minimum 10 years relevant banking experience required, with at least seven years in private banking preferred.
•Bachelor’s degree in finance, economics, accounting, or related field.
•Prior experience providing complex investment solutions to affluent or high net worth individuals or families.
•Prior sales experience required.
•Strong communications skills, including creating and delivering presentations and written materials.

Experience:10+ yearsPrivate bankingWealth managementHigh net worth

Education:Bachelor's in finance, economics, accounting or related field

Skills:CommunicationsCollaborationClient relationship managementProspectingPresentation skills

Certifications:CFACFPMBA

Company Brief

Texas Capital Bancshares

Industry: Banking

Website