Client Services Executive
6 days ago
Frost Bank is seeking a highly motivated and experienced relationship manager to join its team as a Private Banking Officer I. The ideal candidate will have a proven track record of success in building and maintaining strong relationships with high net worth individuals and families, identifying their financial goals and objectives, and providing personalized advice and solutions to help them achieve their desired outcomes.
Primary Responsibilities
The primary responsibilities of this role include:
- Building and maintaining strong relationships with high net worth individuals and families
- Providing expert advice on investment, trust, and insurance products and services
- Collaborating with other professionals within the organization to deliver seamless service to clients
- Staying up-to-date with market trends and economic conditions to ensure clients receive the most relevant and timely advice
To succeed in this role, you will need:
- Bachelor's degree or equivalent work experience
- 2+ years in a customer-facing relationship management role, preferably within the financial services industry
- Proven track record of success in delivering results-driven solutions to clients
- Exceptional communication, interpersonal, and problem-solving skills
- Strong understanding of banking, investment, trust, and insurance products and services
- NMLS license; the ability to transfer license to Frost or obtain license within 60 days
This position offers a competitive salary of $100,000 - $150,000 per year, depending on experience, plus a comprehensive benefits package, including medical, dental, vision, long-term, and life insurance, 401(k) matching, generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs.
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