Sr. Private Client Advisor

Texas Capital Bancshares
Houston
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Relationship management","Collaboration","Communication","Presentation skills","Clienteling"]

Manage and expand a private client portfolio by coordinating interdisciplinary wealth-management specialists and delivering a complete client experience. Drive new client generation and ongoing relationship management while serving as the chief client strategist—overseeing client communications, orchestrating execution of client plans, and proactively recommending investment, banking, mortgage, trust, and estate solutions to meet long-term objectives.

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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 2 months ago

Job Summary

Manage and expand a private client portfolio by coordinating interdisciplinary wealth-management specialists and delivering a complete client experience. Drive new client generation and ongoing relationship management while serving as the chief client strategist—overseeing client communications, orchestrating execution of client plans, and proactively recommending investment, banking, mortgage, trust, and estate solutions to meet long-term objectives.
Location: Houston
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/coordinate the ongoing client experience, engaging available resources to deliver a complete wealth management solution.
  • •Remain the ongoing relationship manager for a specific portfolio of clients and ensure each client has an extraordinary experience.
  • •Act as chief client strategist by coordinating ongoing communication and orchestrating execution of the client plan with subject matter expert teammates.
  • •Develop perspective on client situations to proactively select and recommend solutions, demonstrating understanding of investments, banking, mortgage, planning, and trust concepts.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid 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 a related field.
  • •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 and presentation/written materials experience.
Experience:10+ yearsBankingPrivate banking
Education:Bachelor's
Skills:Relationship managementCollaborationCommunicationPresentation skillsClienteling
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