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).
Collaborate with other Frost lines of business, especially investments, insurance, and the customer’s other advisors, like attorneys and CPAs, to build a team around the customer.
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
develop and manage client relationships
generate new business
provide personal financial advice
Nice-to-have
customer experience champion
integrity-driven team
community and professional activities
Key Requirements
Bachelor's degree or equivalent work experience
5+ years of experience in financial industry
NMLS license
Experience managing affluent and high net worth clients
Demonstrated capacity to sell products and services