Private Client Advisor
Houston, TX · On-site
Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor
Houston, TX · On-site
Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client ... Minimum eight years relevant banking experience required with at least five years in private ...
Private Client Advisor II
San Antonio, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
San Antonio, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Houston, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Houston, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Austin, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Austin, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
San Antonio, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
San Antonio, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Austin, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Advisor II
Austin, TX · On-site
Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and ...
Private Client Producer
Dallas, TX · On-site
... management, life and health, employee benefits, investment and wealth management products and ... Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net ...
Private Client Producer
Dallas, TX · On-site
... management, life and health, employee benefits, investment and wealth management products and ... Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities.Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities.Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
Private Banker II
Dallas, TX · On-site
$105K - $140K/yr
Drive deposit growth and wealth management opportunities. * Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product ...
... management, life and health, employee benefits, investment and wealth management products and ... Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net ...
... management, life and health, employee benefits, investment and wealth management products and ... Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net ...
Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth ...
Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$44K - $60K/yr
Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with flexibility for periodic remote work. The Account Manager will ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$44K - $60K/yr
Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with flexibility for periodic remote work. The Account Manager will ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$44K - $60K/yr
Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with flexibility for periodic remote work. The Account Manager will ...
Private Client Personal Lines Account Manager
Austin, TX · On-site
$44K - $60K/yr
Position Overview We are seeking a Private Client Personal Lines Account Manager for a full-time hybrid role based in Austin, TX, with flexibility for periodic remote work. The Account Manager will ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
Private Client Manager information
What is a private client manager?
A Private Client Manager is a financial professional who works closely with high-net-worth individuals to manage their personal wealth, investments, and financial planning. They provide tailored advice on a variety of financial products and services, including investment management, estate planning, tax strategies, and lending solutions. Private Client Managers typically work for banks, wealth management firms, or financial institutions, acting as the main point of contact for their clients’ financial needs. Their role requires strong relationship-building skills and a deep understanding of financial markets and products.
How does a private client manager typically collaborate with other departments to meet client needs?
Private Client Managers often work closely with teams such as investment advisors, tax specialists, legal advisors, and operations staff to provide comprehensive solutions tailored to clients' financial goals. Collaboration usually involves regular meetings to discuss client strategies, coordinate account management tasks, and ensure compliance with regulatory standards. This cross-functional teamwork helps ensure that clients receive a seamless, high-quality service experience while accessing a broad range of financial expertise. Effective communication and relationship-building are essential for success in this collaborative environment.
What are the key skills and qualifications needed to thrive as a private client manager, and why are they important?
To thrive as a Private Client Manager, you need strong financial acumen, wealth management expertise, and typically a degree in finance or business, often complemented by relevant certifications such as CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial planning tools is essential. Outstanding interpersonal skills, discretion, and proactive problem-solving set top performers apart in this client-focused role. These skills and qualities are crucial for building trust, delivering tailored financial solutions, and retaining high-net-worth clients.
What is the difference between Private Client Manager vs Wealth Advisor?
| Aspect | Private Client Manager | Wealth Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Private banks, wealth management firms, high-net-worth client settings | Financial advisory firms, banks, independent practice |
| Employer & Industry Usage | Used in private banking and wealth management sectors | Common across financial planning and investment advisory sectors |
| Search & Comparison Intent | Often compared for client relationship and portfolio management roles | Compared for holistic financial planning and investment advice |
While both roles serve high-net-worth clients, a Private Client Manager primarily focuses on managing client relationships and tailored banking services, whereas a Wealth Advisor provides comprehensive financial planning and investment strategies. The roles often overlap but differ in scope and focus within the wealth management industry.
What are the most commonly searched types of Private Client jobs in Texas?
The most popular types of Private Client jobs in Texas are:
What cities in Texas are hiring for Private Client Manager jobs?
Cities in Texas with the most Private Client Manager job openings:
Private Client Advisor
Houston, TX • On-site
Texas Capital Bank
• Commercial Banking • 1 - 5K employees1,001 - 5,000 employees
Full-time
Medical, Life, Retirement, PTO
Posted 8 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 eight 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
- 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