Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
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).
Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts.
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
Matching 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).
Skills & Requirements
Must-have
Affluent to high net worth markets
Develop tailored financial plans
Sales calls to clients and prospects
Community and professional activities
Leadership within private banking team
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
Working knowledge of financial analysis
NMLS license
Comprehensive understanding of lending practices
Experience managing affluent and high net worth clients
Proven record of success in cultivating new relationships