Sr. Private Client Advisor

Texas Capital Bancshares
Dallas
Full timeFunction: SalesExperience: 10+ yearsEducation: bachelorsSkills: ["Collaboration","Communication","Presentation skills","Written communication","Influencing others"]

Own an assigned portfolio of affluent/private banking clients while generating new client relationships through prospecting and centers of influence. Coordinate a team of investment and wealth specialists to deliver interdisciplinary portfolio management and a complete wealth management solution. Serve as chief client strategist by orchestrating client plan execution, communication, and proactive recommendations grounded in investments, banking, planning, trust, and estate concepts.

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Texas Capital Bancshares
Texas Capital Bancshares
3 days ago

Sr. Private Client Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Own an assigned portfolio of affluent/private banking clients while generating new client relationships through prospecting and centers of influence. Coordinate a team of investment and wealth specialists to deliver interdisciplinary portfolio management and a complete wealth management solution. Serve as chief client strategist by orchestrating client plan execution, communication, and proactive recommendations grounded in investments, banking, planning, trust, and estate concepts.
Location: Dallas
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Leverage specialists on the team to provide interdisciplinary expertise and portfolio management.
  • •Generate new clients and quarterback the ongoing client experience to deliver comprehensive wealth management solutions.
  • •Serve as ongoing relationship manager for a portfolio, ensuring an extraordinary client experience.
  • •Coordinate the team’s communication and orchestrate execution of the client plan with subject matter experts.
  • •Develop perspective on client situations to proactively recommend solutions aligned to client objectives.

Pay and Benefits

Perks:Health InsuranceWellness StipendFertilityLife InsuranceDisability Insurance401kRetirement SavingsPaid LeavePaid Holidays

Key Requirements

  • •Minimum 10 years relevant banking experience, with at least seven years in private banking (preferred).
  • •Bachelor’s degree in finance, economics, accounting, or related field.
  • •MBA, CFA, or CFP preferred.
  • •Prior experience providing complex investment solutions to affluent or high-net-worth individuals/families.
  • •Prior sales experience and ability to collaborate while positively influencing team members.
Experience:10+ yearsBankingPrivate bankingWealth management
Education:Bachelor's in finance, economics, accounting or related field
Skills:CollaborationCommunicationPresentation skillsWritten communicationInfluencing others
Certifications:CFACFP

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