Elite Private Banker for High-Net-Worth Clients

Frost; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Generous holidays and paid time off

Tuition reimbursement

Employee wellness programs

Referral bonus program

Job summary

Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach with credit, investments, and insurance experts to meet client goals.

A strong track record in relationship selling and financial analysis is expected.

Qualifications

• Bachelor’s degree or equivalent work experience
• 5+ years of experience in a customer facing relationship management role, preferably within the financial services industry
• Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
• NMLS license; the ability to transfer license to Frost or obtain license within 60 days
• Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
• Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups
• Ability to perform with limited supervision
• Experience in managing a portfolio of affluent and high net worth clients
• Demonstrated capacity to sell products and services within the financial services industry
• Proven record of success in cultivating new relationships
• Outstanding interpersonal, calling, sales, and negotiation skills
• Excellent verbal, written, communication, organizational, and customer service skills
• Proficient in Microsoft computer applications

Responsibilities

• 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
• Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
• Monitor and manage client’s existing credit relationships by reviewing current loan portfolio on a regular basis
• Identify and recommend products and services best suited to meet clients’ needs
• Develop and maintain excellent working relationship with credit underwriting team
• Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts
• Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
• Provide leadership within the private banking team, while remaining a team player
• Accept special project assignments in support of the private banking group

Skills

Relationship management

Sales skills

Interpersonal communication

Financial analysis

Microsoft Office

Education

Bachelor's degree

Tools

NMLS license

Series 7 & 63 licenses

Group 1 Insurance license

CFP designation

Job description

Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach with credit, investments, and insurance experts to meet client goals.

A strong track record in relationship selling and financial analysis is expected.