Senior Managing Director Private Bank

Houston TX West Loop S
1333 West Loop S
Suite 1800 (Bank) Suite 1500 (L&W)
Houston, TX 77027, USA

Houston TX West Loop S
1333 West Loop S
Suite 1800 (Bank) Suite 1500 (L&W)
Houston, TX 77027, USA

A Senior Managing Director - Private Banker should act as a trusted advisor to high-net-worth clients, family offices, not-for-profit entities, and professional service firms. He or she should understand, anticipate, and satisfy the clients’ banking and financial needs. The Private Banker will hold a portfolio of loans and deposits, as well as partner with other lines of business to ensure all facets of the clients’ financial needs are met (commercial, consumer, investment, trust, etc.). The Private Banker is responsible for fostering an existing book of clients and securing new clients each year. The Private Banker will also act as a liaison between the bank and the community in which they reside, being an active and visible leader in the market.
Essential Job Functions:
Responsible for the establishment and achievement of personal production goals and objectives. Goals will include new loan, deposit, and AUM accounts, along with associated revenue goals.
Provide service and develop rapport with existing clients and prospects, thereby expanding existing relationships and securing new ones.
Grow profitability each year by executing new business development activities.
Meet the varied and diverse financial needs of clients by recognizing opportunities for Bank products and services such as personal trust and investment services and commercial or corporate offerings.
Maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure all transactions and customer relationships are handled in a manner consistent with the laws and regulations.
Education and Experience:
Bachelor’s degree in business related field required. Ten plus years of Private Banking or General Banking experience required.
Advanced degree (master’s degree, CPA, CFP), fully licensed (series 7, 66, insurance) preferred.
Credit trained.
Skills & Abilities:
Business development skills balanced with decision-making skills are essential.
Communication skills should include the ability to deliver clear and smooth presentations for groups and individuals as well as the ability to communicate through formal and informal written communications.
Self-motivated with strong sales and client relationship management skills.
Strong credit skills desired, including experience with credit analysis and underwriting for consumer and commercial loans.
Ability to negotiate and structure credit facilities.
Ability to analyze a client’s entire balance sheet and make wealth recommendations across all areas of wealth management.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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