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Private Banker at Texas Capital - ApplyBlast

Private Banker

Texas Capital

13 days ago

2.4 on Glassdoor

Dallas, Texas, United States

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves managing ongoing client relationships and delivering tailored investment solutions to ultra-high net-worth individuals. The position requires conducting investment reviews, developing investment policy statements, and managing client portfolios while adhering to regulatory guidelines. The individual will also drive business development through prospecting and closing sales of complex investment products.

Responsibilities

Manage client investment portfolios and develop investment policy statements
Conduct investment reviews to determine client objectives and prepare recommendations
Engage in business development and close sales of complex investment products

Skills

Qualifications

Bachelor's degree in Accounting, Finance, Business Administration or equivalent/relevant programMBACFACFP

About Texas Capital

texascapitalbank.com

Headquarters

Dallas, Texas, United States

Company Size

1001-5000 employees

Founded

1998

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Texas Capital Bank is a full-service commercial bank headquartered in Texas, offering personal banking, commercial banking, investment banking, and private banking services. The bank provides a broad range of products including checking and savings accounts, treasury solutions, asset-based lending, capital markets, and mergers & acquisitions advisory. Texas Capital serves individuals, small businesses, and large corporations across specialized industries nationwide.