Private Banking Officer II
Frost(1 month ago)
About this role
A Private Banking Officer II who builds and maintains long-term relationships with affluent and high-net-worth clients, providing personalized financial advice and managing their overall financial needs. The role collaborates with investment, insurance, and other advisory teams to develop tailored plans and support clients’ intergenerational wealth needs. It focuses on client acquisition, retention, and serving as a primary contact for moderately complex personal financial situations.
Required Skills
- Relationship Management
- Financial Analysis
- Lending
- Sales
- Negotiation
- Communication
- Customer Service
- Microsoft Office
- Credit Management
- Networking
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.
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