Private Banking Advisor II, High‑Net‑Worth Clients

Frost Bank; Flower Mound (TX); Vor Ort; USD 95.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401(k) matching

Tuition reimbursement

Paid time off

Zusammenfassung

A leading financial institution in Texas is seeking a Private Banking Officer II to manage affluent client relationships and drive new business. The ideal candidate will have 5+ years of experience in the financial industry and strong sales skills. This role requires the ability to work independently and a comprehensive understanding of financial products. The position offers competitive salary and benefits.

Qualifikationen

• 5+ years of experience in financial industry.
• NMLS license required.
• Ability to perform with limited supervision.

Aufgaben

• Develop, manage, retain and expand client relationships.
• Generate a minimum of $4.5 million in new business per quarter.
• Participate in community and professional activities.

Kenntnisse

Client relationship management

Sales skills

Financial analysis

Communication skills

Negotiation skills

Ausbildung

Bachelor’s degree or equivalent work experience

Tools

Microsoft applications

Jobbeschreibung

A leading financial institution in Texas is seeking a Private Banking Officer II to manage affluent client relationships and drive new business. The ideal candidate will have 5+ years of experience in the financial industry and strong sales skills. This role requires the ability to work independently and a comprehensive understanding of financial products. The position offers competitive salary and benefits.