About this role
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets). 5+ years of experience in a customer facing re.... Category: Trust & Wealth
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Private Banking Officer II @ Frost Bank
Leander, TXOnsiteFull-time
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Skills
private bankingcertified wealth strategistproperty and casualty insuranceclient relationshipscasualty insurancenmls licenseseries 63financial services industrybrokeragefinancial servicesleadership and teamworkloan servicingfinancial managementcertified financial plannerproject management
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