Texas Capital Bancshares

4 weeks 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: 4 hours agoStatus: Live

Job Summary

Own the end-to-end wealth management relationship for a portfolio of private clients, generating new clients and quarterbacking the client experience. Leverage specialists across investment advising, wealth strategy, financial planning, trust administration, and banking to deliver an interdisciplinary solution. Serve as chief client strategist by coordinating client communications and execution of the client plan, using deep expertise in investments, banking, mortgage, planning, and trust concepts.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Coordinate specialists across investment advising, wealth strategy, financial planning, trust administration, and banking to provide interdisciplinary portfolio management.
•Generate new clients and manage the ongoing client experience to deliver complete wealth management solutions.
•Maintain ongoing relationship management for a specific client portfolio and ensure an exceptional client experience.
•Act as chief client strategist by coordinating team communication and orchestrating execution of the client plan with subject matter experts.
•Develop and recommend solutions based on client situations, using expertise across investments, banking, mortgage, planning, and trust concepts.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401k MatchPaid LeavePaid Holidays

Key Requirements

•10+ years of relevant banking experience, with at least 7 years in private banking preferred.
•Bachelor’s degree in finance, economics, accounting, or related field.
•Experience providing complex investment solutions to affluent or high net worth individuals/families.
•Prior sales experience required.
•Strong communication skills, including creating and delivering presentations and written materials.

Experience:10+ yearsPrivate bankingWealth management

Education:Bachelor's

Skills:CollaborationLeadershipCustomer relationship managementCommunicationPresentation skills

Certifications:MBACFACFP

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

4 weeks 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: 4 hours agoStatus: Live

Job Summary

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Coordinate specialists across investment advising, wealth strategy, financial planning, trust administration, and banking to provide interdisciplinary portfolio management.
•Generate new clients and manage the ongoing client experience to deliver complete wealth management solutions.
•Maintain ongoing relationship management for a specific client portfolio and ensure an exceptional client experience.
•Act as chief client strategist by coordinating team communication and orchestrating execution of the client plan with subject matter experts.
•Develop and recommend solutions based on client situations, using expertise across investments, banking, mortgage, planning, and trust concepts.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertility BenefitsLife InsuranceDisability Insurance401k MatchPaid LeavePaid Holidays

Key Requirements

•10+ years of relevant banking experience, with at least 7 years in private banking preferred.
•Bachelor’s degree in finance, economics, accounting, or related field.
•Experience providing complex investment solutions to affluent or high net worth individuals/families.
•Prior sales experience required.
•Strong communication skills, including creating and delivering presentations and written materials.

Experience:10+ yearsPrivate bankingWealth management

Education:Bachelor's

Skills:CollaborationLeadershipCustomer relationship managementCommunicationPresentation skills

Certifications:MBACFACFP

Company Brief

Texas Capital Bancshares

Industry: Banking

Website