The Abeandannie Seibel Foundation is seeking a Private Banking Officer II in Irving, TX, to manage relationships with affluent clients, providing personalized financial advice and support. The ideal candidate will have extensive experience in relationship management, particularly within the financial services sector, and a commitment to fostering long-term client relationships
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 in Irving, TX, to manage relationships with affluent clients, providing personalized financial advice and support. The ideal candidate will have extensive experience in relationship management, particularly within the financial services sector, and a commitment to fostering long-term client relationships.
Skills & Requirements
Must-have
Affluent to high net worth client management
New business generation
Sales call strategy and execution
Client credit relationship monitoring
Community and professional engagement
Nice-to-have
Customer experience champion
Integrity-driven team player
Leadership within private banking team
Key Requirements
Bachelor's degree or equivalent work experience
5+ years of customer facing relationship management experience
Working knowledge of financial analysis
NMLS license required
Experience managing affluent and high net worth clients