Private Client Advisor

Texas Capital•Dallas, TX

About The Position

Texas Capital is seeking a Private Client Advisor to generate new clients and manage ongoing relationships with a portfolio of clients. The advisor coordinates the client experience and works with specialists—including investment advisors, wealth strategists, financial planners, trust administrators, and banking advisors—to deliver interdisciplinary expertise, portfolio management, and comprehensive wealth management solutions. The role serves as chief client strategist, coordinating communications and the execution of client plans with subject-matter experts. It requires developing perspectives on client situations, recommending solutions to address needs and objectives, and understanding investment, banking, mortgage, planning, and trust concepts. The advisor also prospects for clients through centers of influence, associations, community activities, and commercial bank colleagues, and contributes to the development and retention of junior team members and relationship and customer service associates. Additional reasonably related duties may be assigned consistent with departmental policy.

Requirements

Bachelor’s degree in finance, economics, accounting, or a related field.
At least seven years of relevant banking or financial services experience.
Experience providing complex investment solutions to affluent or high-net-worth individuals or families.
Ability to collaborate with and positively influence team members.
Strong communication skills and experience creating and delivering presentations and written materials.

Nice To Haves

At least five years of private banking experience.
MBA, CFA, or CFP.
Prior sales experience.

Responsibilities

Generate new clients and manage or coordinate the ongoing client experience, engaging available Private Wealth Management resources to deliver a complete wealth management solution.
Serve as the ongoing relationship manager for a portfolio of clients and ensure each client has an extraordinary experience.
Coordinate ongoing client communications and orchestrate execution of client plans in collaboration with subject-matter experts.
Develop perspectives on client situations and proactively select and recommend solutions to address issues and meet objectives.
Apply understanding of investments, banking, mortgage, planning, and trust concepts, including managed portfolio asset allocation, brokerage accounts, deposit and loan or mortgage solutions, basic trust and estate products, and financial and wealth planning opportunities.
Continuously prospect through centers of influence, associations, community activities, and internal commercial bank colleagues.
Work effectively in a collaborative team environment and assist with the development and retention of junior team members and relationship and customer service associates.
Perform other reasonably related duties as assigned consistent with departmental policy.