Private Banking Officer II

Frost

2 months ago

3.8 on Glassdoor

Fort Worth, TX

Onsite

Full Time

Senior

0 applicants

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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.

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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