Frost Bank

Private Banking Officer

Frost Bank

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Frost Bank is seeking a highly motivated and experienced Private Banking Officer to join our team. As a Private Banking Officer, you will play a vital role in building and maintaining relationships with high net worth individuals and their families. We are looking for a candidate with a strong background in financial services, exceptional communication and interpersonal skills, and a passion for providing personalized and comprehensive banking solutions. If you are a driven and dedicated individual with a deep understanding of private banking, we invite you to apply for this exciting opportunity.

  1. Develop and maintain relationships with high net worth individuals and their families.
  2. Provide personalized and comprehensive banking solutions to clients.
  3. Collaborate with other team members to identify and pursue new business opportunities.
  4. Conduct financial analysis and make recommendations to clients based on their financial goals and needs.
  5. Act as a trusted advisor to clients, understanding their unique financial situations and tailoring services accordingly.
  6. Stay updated on industry trends and changes in the financial market to better serve clients.
  7. Ensure compliance with all banking regulations and policies.
  8. Maintain a high level of confidentiality and professionalism when handling sensitive financial information.
  9. Communicate effectively with clients to provide exceptional customer service and build long-lasting relationships.
  10. Meet and exceed sales targets and contribute to the overall growth and success of the private banking department.
  11. Collaborate with other departments, such as wealth management and lending, to provide a seamless and comprehensive banking experience for clients.
  12. Participate in networking events and activities to promote the bank's private banking services and attract potential clients.
  13. Continuously seek opportunities to improve processes and services to enhance the client experience.
Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field

  • Minimum Of 3-5 Years Of Experience In Private Banking Or Wealth Management

  • Strong Understanding Of Financial Products And Services, Including Investment Options, Trust And Estate Planning, And Insurance

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients

  • Proven Track Record Of Meeting And Exceeding Sales Goals And Providing Exceptional Customer Service.

Required Skills
  • Financial Analysis

  • Communication Skills

  • customer service

  • Relationship Management

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Asset allocation

  • Sales Strategy

  • Wealth planning

  • Estate Planning

  • Trust Administration

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Private Banking Officer in San Antonio, TX, USA is between $71,000 to $120,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific employer. Some private banking officers may also receive bonuses and other incentives as part of their compensation package. It is best to research the specific company and their salary offerings for a more accurate estimate.

Additional Information
Frost Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 15th, 2024
Apply BeforeJune 21st, 2025
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About Frost Bank

Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches and 1,300 automated teller machines, all in Texas. It is the primary subsidiary of Cullen/Frost Bankers, Inc., a bank holding company. It is on the list of largest banks in the United States.

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