Texas Capital
Sr Private Client Advisor
Houston, TX · Senior
Sponsorship not specifiedDetected 29 days ago
SalesAccountingCustomer SupportCommunicationPublic SpeakingCFA
About the role
- Texas Capital is built to help businesses and their leaders.
- Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
- Our bankers are seasoned financial experts who possess deep experience across a multitude of industries.
Responsibilities
- P rimarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
- Perform the role of chief client strategist by coordinating the team's ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
- At Texas Capital, we do more than build business success.
- We build long-lasting relationships.
Requirements
- Required: Bachelor's degree in finance, economics, accounting or related field
- Bachelor's degree in finance, economics, accounting or related field
- Ability to collaborate with and positively influence team members
- The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Nice to have
- Prior experience providing complex investment solutions to affluent or high net worth individuals or families
- Prior sales experience required
- Strong communications skills and experience creating and delivering presentations and written materials
- Minimum 10 years relevant banking experience required with at least seven years in private banking preferred
- Preferred: MBA, CFA or CFP
Company info
- While we are rooted in core financial products, we are differentiated by our approach.
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This listing is sourced directly from Texas Capital's careers page and normalized into a canonical job model.