Private Banking Advisor II, High‑Net‑Worth Clients

Frost Bank; Flower Mound (TX); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Tuition reimbursement

Paid time off

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client relationship management

Sales skills

Financial analysis

Communication skills

Negotiation skills

Education

Bachelor’s degree or equivalent work experience

Tools

Microsoft applications

Job description

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.