Frisco Private Banker - Wealth & Asset Strategy

Extraco Banks

Frisco (TX)

On-site

USD 90,000 - 140,000

Full time

5 days ago

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Job summary

Extraco Banks in Frisco, TX is seeking a Private Banker to manage a portfolio of high-net-worth clients. You will deliver tailored banking and credit solutions, meet clients to understand goals, and coordinate asset allocation with internal specialists.

You will open and oversee accounts, monitor performance, identify new business opportunities, and ensure regulatory compliance while maintaining meticulous client documentation and delivering personalized service to grow relationships.

Qualifications

Strong foundation in finance and private banking for complex client relationships.
Experience in financial planning and asset allocation aligned with client goals.
Excellent communication, relationship management, and client confidentiality.
Analytical, problem-solving and regulatory awareness.
Bachelor’s degree in Finance, Business, Economics or related field; CFP/CFA a plus.
Prior private banking or wealth management experience is beneficial.
Proficiency with banking systems, CRM tools, and standard software.

Responsibilities

Manage and grow a portfolio of high-net-worth clients with tailored banking solutions.
Meet clients to understand goals and develop asset allocation strategies with internal specialists.
Open and manage accounts; oversee lending and deposit relationships.
Monitor portfolio performance and identify new business opportunities.
Ensure regulatory compliance and maintain accurate client documentation.
Deliver a high level of personalized service to strengthen retention and referrals.