Senior Private Banker — High Net Worth Client Relationships

Frost; Fulshear (TX); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Job summary

Frost, a Texas-based financial services leader with an over 150-year legacy, seeks a Private Banking Officer II to manage affluent client relationships and collaborate with investments, insurance, and advisors. You will drive tailored financial plans, maintain strong client service, and help grow Frost's private banking footprint.

Seeking a candidate with extensive relationship management experience, a proven sales record, and NMLS licensing readiness.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years in a customer-facing relationship management role, preferably in financial services.
• Working knowledge of financial analysis relating to personal financial statements and tax returns.
• NMLS license or ability to transfer within 60 days.
• Understanding of lending practices and loan servicing for personal finance needs.
• Specialized knowledge of Frost brokerage, investment management, trust, and insurance groups.
• Ability to work with limited supervision.
• Experience managing a portfolio of affluent/high-net-worth clients.
• Proven track record of selling products and services in financial services.
• Outstanding interpersonal, calling, sales, and negotiation skills.
• Excellent verbal and written communication, organizational and customer service skills.
• Proficient in Microsoft applications.

Responsibilities

• Develop, manage, retain and expand client relationships within affluent to high-net-worth markets ($1.5–$5M investable assets).
• Generate substantial new business quarterly and build numerous affluent client relationships annually.
• Conduct proactive client outreach and strategic planning for client engagement.
• Monitor client credit relationships by reviewing loan portfolios regularly.
• Identify and recommend products and services matching client needs.
• Collaborate with credit underwriting to support financing.
• Engage in community and professional activities to grow Frost's image and network.
• Build relationships with influencers to source new clients.
• Provide leadership within the private banking team and support a team-based approach.
• Accept special projects for the private banking group.

Skills

Relationship management

Sales

Negotiation

Customer service

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

NMLS license

Microsoft Office

Job description

Frost, a Texas-based financial services leader with an over 150-year legacy, seeks a Private Banking Officer II to manage affluent client relationships and collaborate with investments, insurance, and advisors. You will drive tailored financial plans, maintain strong client service, and help grow Frost's private banking footprint.

Seeking a candidate with extensive relationship management experience, a proven sales record, and NMLS licensing readiness.