- PWA Private Client Advisors (PCA's) are accountable for identifying and developing client relationships within the high net worth or ultra high net worth market. PCA's are the brand ambassadors, leading new client acquisition and retention through a broad knowledge of investments, banking, mortgage, trust services, and financial and estate planning.
- The Private Client Advisor 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.
- This role is 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.
- PCAs remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
- PCAs 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.
- PCAs 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.
- PCAs 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
- PCAs demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
- PCAs 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
- Bachelor's degree in Accounting, Finance, Business Administration or equivalent/relevant program
- MBA, CFA, or CFP preferred
- Series 65 required
- Minimum 8 years in Private Banking of financial services industry
- Prior experience in a financial advisor role
- Advanced knowledge of investments, banking, mortgage, planning, and trust concepts
- Advanced skills in leading new client acquisition and retention
- Advanced ability to leverage specialists on wealth team to provide interdisciplinary expertise and portfolio management
- Advanced ability to generate new client acquisition and retention
- Strong communication skills
- Strong formal business writing skills
- Strong knowledge and utilization of SalesForce
- Strong utilization of MS Office products in order to prepare memos, reports, and presentations
Sr Private Client Advisor - Austin, United States - Texas Capital Bank
Description
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.
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 Bank, we do more than build business success. We build long lasting relationships.
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek's inaugural list of America's Most Trusted Companies. For more information about joining our team, please visit us at
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.