Senior Private Banking Advisor for HNW Clients

Frost; Marble Falls (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Job summary

Frost is seeking a Private Banking Officer II in Texas to manage affluent client relationships and coordinate with investments, insurance, and advisory teams to craft tailored financial plans.

You will lead a team-driven effort to grow assets, expand new client relationships, and provide leadership within the private banking group while maintaining high levels of client service and integrity.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5+ years of experience in a customer facing relationship management role.
• NMLS license; 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.

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 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

Communication

Customer service

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

Frost is seeking a Private Banking Officer II in Texas to manage affluent client relationships and coordinate with investments, insurance, and advisory teams to craft tailored financial plans.

You will lead a team-driven effort to grow assets, expand new client relationships, and provide leadership within the private banking group while maintaining high levels of client service and integrity.