Private Banking Officer II
Frost(1 month ago)
About this role
A Private Banking Officer II partners with affluent and high-net-worth clients to manage their financial lives and provide personalized financial advice. The role emphasizes building long-term, multigenerational relationships and coordinating holistic solutions across investment, insurance, trust, and other advisor relationships. The position is client-facing and represents Frost’s private banking offerings within the bank’s broader wealth management platform.
Required Skills
- Relationship Management
- Financial Analysis
- Wealth Management
- Prospecting
- Client Acquisition
- Credit Management
- Sales
- Negotiation
- Communication
- Microsoft Office
Qualifications
- Bachelor's Degree
- NMLS License
- Series 7
- Series 63
- Group 1 Insurance License
- Property And Casualty Insurance License
- Certified Financial Planner
- Certified Wealth Strategist
- Formal Credit Training
About Frost
frostbank.comFrom personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.
View more jobs at Frost →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Frost
Similar Jobs
Expansão Private Banking
Santander(1 month ago)
Ultra High Net Worth Private Banker
Barclays(1 month ago)
Private Banker
Northwest Bank(1 month ago)
Private Banking Relationship Manager
WSFS Bank(1 month ago)
Private Banking Relationship Manager
WSFS Bank(25 days ago)
Private Banker - High Net Worth
Barclays(27 days ago)