The Private Banking Officer II position at Frost requires a customer experience champion skilled in managing relationships with affluent clients and providing tailored financial advice. The ideal candidate should have over five years of experience in a customer-facing role within the financial services industry and possess requisite licenses. Frost offers a supportive work environment with comprehensive benefits to enhance employee well-being
Job Summary
As a Private Banking Officer II, you will help customers manage their financial lives, often serving families for generations.
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
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 Private Banking Officer II position at Frost requires a customer experience champion skilled in managing relationships with affluent clients and providing tailored financial advice. The ideal candidate should have over five years of experience in a customer-facing role within the financial services industry and possess requisite licenses. Frost offers a supportive work environment with comprehensive benefits to enhance employee well-being.
Skills & Requirements
Must-have
customer experience champion
affluent to high net worth markets
generate new business
tailored financial plans
community and professional activities
Nice-to-have
integrity-driven team
adaptable team member
legacy of unparalleled banking services
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