Sr. Private Banking Relationship Manager - Downtown Houston TX
Amegy Bank
Houston, TX 77002
Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We’re looking for a seasoned Private Banking Relationship Manage r to join our high-performing team in downtown Houston , working from the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.
Key Responsibilities:
Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their banking relationship.
Drive portfolio growth through strategic client engagement, retention, and expansion.
Source new business through referrals, internal partnerships, and your own network.
Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections.
Conduct credit analysis and structure loans that align with client goals and risk profiles.
Ensure exceptional client satisfaction through proactive communication and personalized service.
Regularly review client portfolios and provide strategic recommendations.
Collaborate across departments to deliver a seamless, full-service banking experience.
Qualifications:
Bachelor’s degree or equivalent combination of education and experience.
Proven success in private banking, lending, or other directly related experience in financial services.
Strong knowledge of banking products, credit structuring, and relationship management.
Excellent communication, negotiation, and customer service skills.
Proficiency with Microsoft Office and banking systems.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
We’re looking for a seasoned Private Banking Relationship Manage r to join our high-performing team in downtown Houston , working from the iconic Esperson Building. If you're passionate about building lasting client relationships and delivering tailored financial solutions, this is your opportunity to thrive in a prestigious and dynamic setting.
Key Responsibilities:
Serve as the go-to advisor for a portfolio of high-net-worth clients, managing all aspects of their banking relationship.
Drive portfolio growth through strategic client engagement, retention, and expansion.
Source new business through referrals, internal partnerships, and your own network.
Deliver a full range of financial solutions including loans, deposits, investment and trust referrals, and commercial banking connections.
Conduct credit analysis and structure loans that align with client goals and risk profiles.
Ensure exceptional client satisfaction through proactive communication and personalized service.
Regularly review client portfolios and provide strategic recommendations.
Collaborate across departments to deliver a seamless, full-service banking experience.
Qualifications:
Bachelor’s degree or equivalent combination of education and experience.
Proven success in private banking, lending, or other directly related experience in financial services.
Strong knowledge of banking products, credit structuring, and relationship management.
Excellent communication, negotiation, and customer service skills.
Proficiency with Microsoft Office and banking systems.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
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