Private Bank Investment Advisor

Texas Capital

Private Bank Investment Advisor responsible for managing investment portfolios and client relationships. Engaging in business development and delivering investment products to high-value clients.

Posted 4/29/2026full-timeDallas • Texas • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Effectively deliver the Firm’s philosophy and solution on an ongoing relationship management basis with other team members
Expectation of participation with the Investment Committee
Conduct investment reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment products
Develop investment policy statements, advise on asset allocation and manage client’s investment portfolio
Maintain current knowledge of all Private Bank products and strategies
Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results
Initiate and close sales of complex investment products
Build and maintain excellent working relationships with internal partners and teammates
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct

Requirements

What you’ll need

Minimum 10 years relevant banking experience required with at least seven years in private banking preferred.
Bachelor's degree in Accounting, Finance, Business Administration or equivalent/relevant program; MBA, CFA or CFP preferred
Series 7 and Series 63 required
Extensive experience with and in-depth knowledge of fixed income, structured notes, equities and alternatives
Extensive experience managing discretionary and brokerage relationships
Advanced ability to develop, cultivate and maintain ultra-high net-worth client relationships with increased complexity
Conduct operations within FINRA and other regulatory agency guidelines and requirements
Advanced ability to communicate sophisticated investment strategies to all levels of clients and prospects
Advanced sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Benefits

Comp & perks

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
paid time off (PTO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment policy statementsasset allocationinvestment portfolio managementfixed incomestructured notesequitiesalternativesdiscretionary relationshipsbrokerage relationshipsinvestment strategies

Soft Skills

relationship managementbusiness developmentcommunicationnegotiationteam sellingclient relationship cultivationsales closingobjection handlingreferral askingcollaboration

Certifications

Bachelor's degreeMBACFACFPSeries 7Series 63