The Abeandannie Seibel Foundation is seeking a Private Banking Officer II to develop and manage relationships with affluent clients, providing personalized financial advice and support. The role requires strong sales and interpersonal skills, along with experience in the financial services industry
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 seeking a Private Banking Officer II to develop and manage relationships with affluent clients, providing personalized financial advice and support. The role requires strong sales and interpersonal skills, along with experience in the financial services industry.