Sr Private Client Advisor
Dallas, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Sr Private Client Advisor
Dallas, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Sr Private Client Advisor
Houston, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Sr Private Client Advisor
Houston, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Sr Private Client Advisor
Fort Worth, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Sr Private Client Advisor
Fort Worth, TX · On-site
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage ... Perform the role of chief client strategist by coordinating the team's ongoing communication with ...
Barton Creek Private Client Personal Insurance/Lines Account Manager
Austin, TX · On-site
$45K - $80K/yr
... Insurance Services is a place where you can thrive. Job Title: Barton Creek Private Client Personal Lines Account Manager Department: Account Management & Service Location: Austin, TX (hybrid ...
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Barton Creek Private Client Personal Insurance/Lines Account Manager
Austin, TX · On-site
$45K - $80K/yr
... Insurance Services is a place where you can thrive. Job Title: Barton Creek Private Client Personal Lines Account Manager Department: Account Management & Service Location: Austin, TX (hybrid ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$65K/yr
Dental insurance * Health insurance * Help or transport service * Paid time off * Training ... Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$65K/yr
Dental insurance * Health insurance * Help or transport service * Paid time off * Training ... Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
Experience serving High Net Worth or Private Client customers required * Bachelor's degree preferred * Strong knowledge of personal lines insurance products and coverage analysis * Proficiency ...
Experience serving High Net Worth or Private Client customers required * Bachelor's degree preferred * Strong knowledge of personal lines insurance products and coverage analysis * Proficiency ...
Accountant Bookkeeper
Beaumont, TX · On-site
$25 - $45/hr
We have a very well established client looking for an experienced and highly motivated In-House ... Manage insurance policies for the firm, ensuring that all projects and operations are adequately ...
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Accountant Bookkeeper
Beaumont, TX · On-site
$25 - $45/hr
We have a very well established client looking for an experienced and highly motivated In-House ... Manage insurance policies for the firm, ensuring that all projects and operations are adequately ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
... insurance planning. A Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless ...
... insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time ...
... insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time ...
Private Client Insurance information
What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?
A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.
What is private client insurance?
Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.
What are some common challenges faced by professionals in private client insurance, and how can they be addressed?
Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.
What is the difference between Private Client Insurance vs Commercial Insurance Broker?
| Aspect | Private Client Insurance | Commercial Insurance Broker |
|---|---|---|
| Credentials | Insurance licenses, possibly specialized in high-net-worth policies | Insurance licenses, often with commercial lines certifications |
| Work Environment | High-net-worth individuals, private clients, luxury homes, personal assets | Businesses, corporate clients, commercial properties, liability policies |
| Industry Usage | Personal insurance sector, wealth management | Business insurance sector, risk management |
| Search & Comparison Intent | Understanding personal high-value coverage options | Comparing business risk policies and coverage |
Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.
What are popular job titles related to Private Client Insurance jobs in Texas? For Private Client Insurance jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Private Client Insurance jobs in Texas look for? The top searched job categories for Private Client Insurance jobs in Texas are:
Full-time
Medical, Life, Retirement, PTO
Re-posted 14 days ago
Job description
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.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Responsibilities
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
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.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
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 10 years relevant banking experience required with at least seven years in private banking preferred
- Required: Bachelor's degree in finance, economics, accounting or related field
- Preferred: MBA, CFA or CFP
- 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 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.Texas Capital is an Equal Opportunity Employer.
About Texas Capital Bank
Sourced by ZipRecruiter
Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people's success -- today and tomorrow.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Dallas, TX, US
Year founded
1998