Minimum 7 years of relevant banking experience, including 5 years in private banking preferred.
Bachelor's degree in finance, economics, accounting, or related field required.
MBA, CFA, or CFP are preferred qualifications.
Prior experience in providing complex investment solutions to affluent clients is necessary.
Sales experience is preferred but not mandatory.
Strong collaboration skills with an ability to positively influence team dynamics.
Exceptional communication skills with experience in creating and delivering impactful presentations.
Responsibilities
Leverage the team's specialists for interdisciplinary expertise and comprehensive portfolio management.
Generate new clients while managing the ongoing client experience holistically.
Act as the relationship manager for a designated client portfolio to ensure a superior client experience.
Serve as chief client strategist, coordinating communication and execution of client plans with expert teammates.
Develop tailored solutions for clients by understanding their unique situations and objectives.
Maintain a strong grasp of various financial concepts and suggest appropriate strategies for wealth management.
Continuously prospect for new business through networking, engaging with community influencers, and internal collaboration.
Benefits
Collaborative team environment that encourages professional development.
Opportunities for mentorship and development of junior team members.
Access to a range of specialists for a comprehensive client offering.
Full Job Description
Responsibilities
Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
Primarily 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.
Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
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.
Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
Demonstrate a high-level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates
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.
Qualifications
Minimum 7 years relevant banking experience required with at least five years in private banking preferred.
Required: Bachelor's degree in finance, economics, accounting or related field
Preferred: MBA, CFA or CFP
Minimum seven years experience in financial services; five years in Private Banking
Prior experience providing complex investment solutions to affluent or high net worth individuals or families
Prior sales experience preferred
Ability to collaborate with and positively influence team members
Strong communications skills and experience creating and delivering presentations and written materials
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.
About Texas Capital Bank
Texas Capital Bank is a commercial bank that provides a range of financial services to businesses and individuals. The bank was founded in 1998 and is headquartered in Dallas, Texas. Texas Capital Bank has over 1,500 employees and operates branches in several states, including Texas, California, and New York. The bank offers a variety of services, including commercial lending, treasury management, and wealth management.
