Head of Private Banking Services

2 weeks ago


Houston, Texas, United States Cadence Bank Full time

Job Posting:

Position Overview


The Senior Private Banking Director will serve as a key advisor to high net worth clients, ensuring their banking and financial requirements are thoroughly understood and met.

This role involves collaboration with various Wealth Management and Banking divisions to provide comprehensive solutions for clients, encompassing commercial, consumer, investment, and trust services.

The Director will drive revenue growth by suggesting suitable products and services, cultivating new client relationships, and enhancing the offerings to existing clients.

By delivering exceptional customer service and expertise, the Director will maintain and strengthen existing client relationships.

Additionally, the Senior Private Banking Director will represent the bank within the community, taking on a visible leadership role in the market.


Key Responsibilities

- Establish and achieve personal production targets, including new loans, deposits, investments, and trust production, along with associated revenue goals.

- Manage a portfolio of client relationships, making informed decisions regarding account administration and customer relations.

- Provide outstanding service and build rapport with both existing clients and prospects, thereby expanding current relationships and fostering new ones.

- Enhance client profitability through proactive business development initiatives, securing new clients while maintaining existing ones.


- Address the diverse financial needs of clients by informing them about additional bank products and services, including personal trust and investment options.

Commercial needs should also be fulfilled through the bank's comprehensive suite of commercial loan and deposit products.


- Stay informed about relevant legislation and regulations affecting banking practices to ensure compliance in all transactions and client interactions.

- Oversee portfolio management tasks, including monitoring covenants, overdrafts, delinquencies, renewals, collateral values, and documentation.


Qualifications

- A bachelor's degree in a business-related field is required. A minimum of ten years of experience in Private Banking or General Banking is essential.

- An advanced degree (master's, CPA, CFP) and relevant licenses (series 7, 66, insurance) are preferred.

- Strong business development and decision-making skills are crucial.

Excellent communication skills are necessary for preparing and delivering clear presentations to groups and individuals; the ability to convey information effectively through both formal and informal written communications is also important.

The ideal candidate will foster an environment where timely and high-quality information flows seamlessly between themselves, clients, and colleagues.

Personable and enthusiastic, the candidate should possess strong interpersonal skills and feel comfortable in upscale social settings.

Organizational skills and proficiency in technology, banking systems, and software applications such as Word and Excel are essential. Strong credit skills, including credit analysis, underwriting, and loan structuring, are desired.



- The ability to analyze a client's complete financial picture and provide wealth management recommendations across all areas is critical.

If your experience aligns with this description, we encourage you to consider this opportunity. We value diverse perspectives and believe they enhance problem-solving and creativity within our team.

Cadence Bank is an Equal Opportunity Employer, committed to fostering a diverse workforce.



  • Houston, Texas, United States JPMorganChase Full time

    Job Description If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for youAs a Senior Client Service Manager within the Private Bank Client Service Group you will be at the forefront of delivering premier client service. You will lead teams focused on providing top-tier service to Single...


  • Houston, Texas, United States Cadence Bank Full time

    Job Posting:Position Overview The Senior Private Banking Director serves as a key advisor to high net worth clients, focusing on understanding and fulfilling their comprehensive banking and financial requirements. This role involves collaboration with various Wealth Management and Banking divisions to ensure all aspects of the client's financial needs are...


  • Houston, Texas, United States Alvarez & Marsal Deutschland GmbH Full time

    Position: Director, Private Equity Fund Management AdvisoryLocation: Houston, TX, United StatesCompany Overview:A&M Fund Management Solutions specializes in collaborating with private equity managers to deliver tailored solutions aimed at enhancing operational efficiency and mitigating risks associated with non-investment business performance.Core...


  • Houston, Texas, United States University of St. Thomas Full time

    Job OverviewPosition Title: Head of Procurement OperationsInstitution: University of St. ThomasThe University of St. Thomas (UST), a distinguished private Catholic institution dedicated to the liberal arts and the traditions of Catholic higher education, is in search of a seasoned professional to take on the role of Head of Procurement Operations.Position...


  • Houston, Texas, United States Selby Jennings Full time

    Title: Investment Banking Associate Company Summary: We are currently partnered with a Boutique Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add an Associate to their renewable energy team here in Houston, TX. This opportunity provides extensive resources...


  • Houston, Texas, United States Agility Bank Full time

    POSITION OVERVIEW:The Head of Marketing and Communications at Agility Bank plays a pivotal role in crafting and implementing strategic marketing programs and communication strategies aimed at expanding our clientele of women business owners while promoting community-centric initiatives that resonate with our diverse demographics, brand identity, products,...


  • Houston, Texas, United States Baker Tilly US Full time

    About Baker Tilly USBaker Tilly US is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm provides professional services through an alternative practice structure in accordance with the AICPA Code of...


  • Houston, Texas, United States Bank of America Full time

    Position Title: Senior Investment Manager for Private WealthLocation: Houston, TexasOverview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, ensuring that we deliver value to our clients, employees, communities, and shareholders every day.We prioritize creating a...


  • Houston, Texas, United States Adams and Reese Full time

    Position OverviewAdams and Reese is seeking a dedicated associate with 4 to 6 years of experience to enhance its Financial Services practice. This role is based in our Houston office and involves collaboration with the Financial Services Litigation Team Leader.The selected candidate will engage with a diverse clientele, including financial institutions,...


  • Houston, Texas, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Houston, Texas, United States Encompass Energy Services Full time

    Position OverviewSalary:SUMMARYThe Head of Strategic Partnerships for Encompass Energy Services will act as the principal leader for all business development initiatives within the Oil and Gas Division. This executive will collaborate closely with the operational Vice President and the Vice President of Business Development to fulfill the overarching growth...


  • Houston, Texas, United States InsideHigherEd Full time

    Educator in Financial Services and Banking - Adjunct PoolLocation: System WideOverview:As an integral part of the academic community, the role of the Educator in Financial Services and Banking involves imparting specialized knowledge and skills to enhance the educational framework and programs.Key Responsibilities:Deliver expertise to enrich the college...

  • Head Chef

    2 weeks ago


    Houston, Texas, United States Rice University Full time

    Job OverviewPosition SummaryThe Head Chef is responsible for overseeing and managing all culinary operations within a university dining facility. This role involves providing comprehensive culinary training to kitchen staff, focusing on recipe and menu innovation, as well as orchestrating food preparation and special events. The Head Chef ensures that all...


  • Houston, Texas, United States BOK Financial Full time

    Req ID: 74533 Location: Houston -HOUS Areas of Interest: Wealth Management; Private Banking Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company based in Tulsa, Oklahoma, has been a trusted name for over a century, providing a diverse range of services across multiple states. Bonus Type Formula...


  • Houston, Texas, United States TransPerfect Full time

    Head of Business Growth - eDiscovery/LegalTransPerfect: More Than Just EmploymentOur most valuable asset is our workforce, and we prioritize ensuring that everyone recognizes this. Each of our 100+ offices possesses its own distinct identity and unique benefits.In this prominent position, you will spearhead and oversee direct sales initiatives with targeted...


  • Houston, Texas, United States Royal Bank of Canada> Full time

    Investment Banking Associate (Energy Sector)Key Responsibilities:Conduct thorough research and evaluation of financial data to guide investment strategiesGather and organize financial metrics impacting investment initiativesInterpret financial data to generate predictive analysesKeep abreast of economic trends and corporate activitiesAdvise on investment...


  • Houston, Texas, United States Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas, driven by a purpose to help our customers, their families, and their communities achieve success. We offer a broad range of advice, products, and services, including personal and commercial banking, wealth management, and private banking, corporate and investment banking, and capital markets.Job...


  • Houston, Texas, United States Inception Fertility Corporate Services Full time

    Position OverviewWe are in search of a proactive, meticulous, and collaborative executive who is dedicated to the timely and cost-effective execution of real estate, construction, and significant capital initiatives.This role entails overseeing project leadership and execution for various capital projects and equipment within Inception Fertility Corporate...


  • Houston, Texas, United States Talent One Services Full time

    Job OverviewThe Head of Patient Care Management is tasked with overseeing and ensuring the effective execution of the patient care management program within the organization. This program encompasses several key functions including Care Coordination, Resource Utilization, Patient Management, and Transition Planning.Key Responsibilities:Establish and refine...


  • Houston, Texas, United States Cephas Consultancy Services Private Limited Full time

    Position OverviewLocation: RemoteCompany: Cephas Consultancy Services Private LimitedWe are a leading provider of medical imaging solutions, specializing in X-ray, CT, MRI, and Ultrasound technologies. We are currently seeking a qualified X-ray Field Service Engineer to join our team. This role involves performing corrective maintenance, troubleshooting, and...