Private Client Advisor

Texas Capital Bancshares
Dallas
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Collaboration","Communication","Relationship management","Presentation skills","Problem solving"]

Manage and grow a portfolio of affluent/private banking clients by coordinating specialists such as investment advisors, wealth strategists, financial planners, trust administrators, and banking advisors. Drive new client acquisition, quarterback the end-to-end client experience, and act as chief client strategist—communicating client plans, proactively recommending solutions, and ensuring an exceptional, ongoing relationship.

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Texas Capital Bancshares
Texas Capital Bancshares
4 days ago

Private Client Advisor

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of affluent/private banking clients by coordinating specialists such as investment advisors, wealth strategists, financial planners, trust administrators, and banking advisors. Drive new client acquisition, quarterback the end-to-end client experience, and act as chief client strategist—communicating client plans, proactively recommending solutions, and ensuring an exceptional, ongoing relationship.
Location: Dallas
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Leverage specialists (investment advisor, wealth strategist, financial planner, trust administrator, banking advisor) to provide interdisciplinary expertise and portfolio management.
  • •Generate new clients and manage the ongoing client experience by engaging available PWA resources to deliver complete wealth management solutions.
  • •Serve as the ongoing relationship manager for a portfolio of clients and ensure an extraordinary client experience.
  • •Act as chief client strategist by coordinating ongoing communication and orchestrating execution of the client plan with subject matter experts.
  • •Develop perspectives on client situations to proactively select and recommend solutions aligned to client objectives.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •8+ years of relevant banking experience (at least 5 years in private banking preferred).
  • •Bachelor’s degree in finance, economics, accounting, or a related field.
  • •Prior sales experience required.
  • •Experience providing complex investment solutions to affluent or high-net-worth individuals/families.
  • •Strong collaboration and communications skills, including creating and delivering presentations and written materials.
Experience:8+ yearsBankingPrivate banking
Education:Bachelor's in finance, economics, accounting or related field
Skills:CollaborationCommunicationRelationship managementPresentation skillsProblem solving
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