Private Banking Officer II
External job listingat Frost
Frost seeks a Private Banking Officer II to build affluent client relationships, provide financial advice and manage credit portfolios in Marble Falls.
Salary
Not provided
Location
Marble Falls, United States
Employment type
Full time
Workplace
Not provided
Private Banking Officer II
Marble Falls, United States
Job description
About the role
As a Private Banking Officer II at Frost, you will help customers manage their financial lives. You will build long-standing relationships with affluent to high net worth clients and provide personal financial advice for moderately complex financial circumstances. You will collaborate with Frost’s investments and insurance lines of business and customers’ other advisors, such as attorneys and CPAs, to develop tailored plans based on their needs and goals.
Responsibilities
- Develop, manage, retain and expand client relationships in the affluent to high net worth markets, serving 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.
- Make sales calls to clients and prospects, with pre-call and post-call planning and strategy review.
- Monitor and manage clients’ existing credit relationships by regularly reviewing their loan portfolios.
- Identify and recommend products and services suited to clients’ needs.
- Build and maintain excellent working relationships with the credit underwriting team.
- Participate in community and professional activities to enhance Frost’s...
Requirements
The source listing does not state specific requirements.
How to apply
Apply directly on CazVid.
Key facts
- Develop relationships with affluent to high net worth clients with $1.5-5 million in investable assets.
- Generate a minimum of $4.5 million in new business per quarter.
- Secure at least 10 new affluent client relationships annually.
Frequently asked questions
What does the Private Banking Officer II do?
The role helps customers manage their financial lives, builds client relationships and provides personal financial advice. It also involves monitoring credit relationships and recommending products and services.
Which clients does this role serve?
The role develops relationships in affluent to high net worth markets, with clients who have $1.5-5 million in investable assets.
How can I apply?
Apply directly on CazVid.