Frost Bank

Private Banking Officer

Frost Bank

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you ready to take your banking career to the next level? Frost Bank is seeking a driven and experienced Private Banking Officer to join our team. As a Private Banking Officer, you will have the opportunity to work closely with high net-worth clients and provide them with tailored financial solutions to meet their unique needs. This is a great opportunity for a motivated individual who is passionate about building relationships and delivering exceptional service. If you have a strong background in banking and a desire to excel in a dynamic and fast-paced environment, we want to hear from you!

  1. Build and maintain strong relationships with high net-worth clients.
  2. Provide personalized financial solutions to meet the unique needs of clients.
  3. Serve as a trusted advisor to clients and provide exceptional customer service.
  4. Utilize in-depth knowledge of banking products and services to identify opportunities for clients.
  5. Proactively reach out to clients to understand their financial goals and needs.
  6. Conduct thorough financial analyses to assess client portfolios and make appropriate recommendations.
  7. Collaborate with other team members to ensure seamless delivery of services to clients.
  8. Stay up-to-date on industry trends and changes in the market to better serve clients.
  9. Meet and exceed sales targets and contribute to the growth of the private banking division.
  10. Comply with all banking regulations, policies, and procedures.
  11. Maintain accurate and organized client records.
  12. Provide regular reports and updates to management on client relationships and sales activity.
  13. Participate in networking and community events to promote the bank and attract new clients.
  14. Continuously strive to improve processes and enhance the overall client experience.
  15. Uphold the bank's values and represent the brand in a professional and positive manner.
Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Business, Or A Related Field

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

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

  • Strong Knowledge Of Financial Products And Services, Including Investments, Credit, And Estate Planning

  • Series 7 And 66 Licenses, Or Willingness To Obtain Them Within A Specified Timeframe.

Required Skills
  • Financial Planning

  • Credit Analysis

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Business

  • Estate Planning

  • Tax Planning

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Private Banking Officer in Houston, TX, USA is between $82,000 and $122,000 per year. However, this may vary depending on the specific job responsibilities, experience, and qualifications of the individual.

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 BeforeApril 11th, 2026
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started