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The Private Banking Officer II position at the Abeandannie Seibel Foundation seeks a customer experience champion with significant experience in managing affluent client relationships and providing personalized financial advice. The role involves developing new business, maintaining client relationships, and collaborating with various teams to meet clients' financial needs.
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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: 75
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The Private Banking Officer II position at the Abeandannie Seibel Foundation seeks a customer experience champion with significant experience in managing affluent client relationships and providing personalized financial advice. The role involves developing new business, maintaining client relationships, and collaborating with various teams to meet clients' financial needs.
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Skills & Requirements
Must-have
customer experience champion
affluent market clients
personal financial advice
tailored financial plans
credit underwriting team relationship
Nice-to-have
integrity-driven team
adaptable environment
community and professional activities
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