Private Banking Officer II

Frost

9 months ago

3.8 on Glassdoor

McKinney, TX

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Banking Officer II partners with affluent and high-net-worth clients to manage and grow their personal financial relationships, collaborating with investment, insurance, and advisory teams to create tailored financial plans. The role focuses on building long-term client relationships and supporting complex personal finance needs. It contributes to Frost’s legacy of banking services by serving as a trusted advisor to clients and their families.

Skills

Qualifications

Bachelor's DegreeNMLS LicenseSeries 7Series 63Group 1 Insurance License

About Frost

frostbank.com

From 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.

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