About this role
Sr Private Client Advisor at Texascapitalbank. Location: Dallas or Fort Worth. Role: generate clients, maintain relationships, coordinate team Requirements: Minimum 10 years banking experience; 7+ years private banking; Bachelor's in finance/economics/accounting; MBA/CFA/CFP preferred; proven ability to provide complex investment solutions and sales experience. Category: Sales Seniority: Senior Level Tools: Investment platforms, Microsoft Office, CRM software Commitment: Full Time Workplace: Onsite Languages: English