The Abeandannie Seibel Foundation is hiring a Private Banking Officer II in McKinney, TX, to manage and expand relationships with affluent clients while providing personalized financial advice. The ideal candidate will have significant experience in relationship management within the financial services industry and a strong understanding of financial products and client needs
Job Summary
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually.
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
Matching Summary
Match Score: 85
The Abeandannie Seibel Foundation is hiring a Private Banking Officer II in McKinney, TX, to manage and expand relationships with affluent clients while providing personalized financial advice. The ideal candidate will have significant experience in relationship management within the financial services industry and a strong understanding of financial products and client needs.
Skills & Requirements
Must-have
customer relationship management
affluent and high net worth clients
sales calls and strategy
credit relationship monitoring
community and professional activities
Nice-to-have
customer experience champion
integrity-driven team
adaptable team environment
Key Requirements
Bachelor’s degree or equivalent work experience
5+ years of experience in customer facing relationship management
NMLS license
Experience managing affluent and high net worth clients
Proven record of success in cultivating new relationships