Private Banking Officer Jobs
Private Banking Officer jobs are open from associate to senior and VP levels across wealth management, commercial banking, and trust companies, with specializations in high-net-worth client services, credit and lending, and investment portfolio management. Scan the live roles below and apply to whichever ones fit.
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It’s about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer’s other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers’ needs and goals.
What you’ll do:
- Develop, manage, retain and expand client relationships within the affluent to high net worth markets (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
- Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
- Monitor and manage client’s existing credit relationships by reviewing current loan portfolio on a regular basis
- Identify and recommend products and services best suited to meet clients’ needs
- Develop and maintain excellent working relationship with credit underwriting team
- Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts
- Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
- Provide leadership within the private banking team, while remaining a team player
- Accept special project assignments in support of the private banking group
What you’ll need:
- Bachelor’s degree or equivalent work experience
- 5+ years of experience in a customer facing relationship management role, preferably within the financial services industry
- Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
- NMLS license; the ability to transfer license to Frost or obtain license within 60 days
- Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
- Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups
- Ability to perform with limited supervision
- Experience in managing a portfolio of affluent and high net worth clients
- Demonstrated capacity to sell products and services within the financial services industry
- Proven record of success in cultivating new relationships
- Outstanding interpersonal, calling, sales, and negotiation skills
- Excellent verbal, written, communication, organizational, and customer service skills
- Proficient in Microsoft computer applications
Additional Preferred Skills:
- Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
- Property and Casualty Insurance license
- Certified Financial Planner designation
- Certified Wealth Strategist designation
- Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
#LI-DW1
It’s about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer’s other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers’ needs and goals.
What you’ll do:
- Develop, manage, retain and expand client relationships within the affluent to high net worth markets (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
- Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
- Monitor and manage client’s existing credit relationships by reviewing current loan portfolio on a regular basis
- Identify and recommend products and services best suited to meet clients’ needs
- Develop and maintain excellent working relationship with credit underwriting team
- Participate in community and professional activities in order to enhance Frost’s image and expand personal network of business contacts
- Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
- Provide leadership within the private banking team, while remaining a team player
- Accept special project assignments in support of the private banking group
What you’ll need:
- Bachelor’s degree or equivalent work experience
- 5+ years of experience in a customer facing relationship management role, preferably within the financial services industry
- Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
- NMLS license; the ability to transfer license to Frost or obtain license within 60 days
- Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
- Specialized knowledge of client benefits offered by Frost’s brokerage, investment management, trust, and insurance groups
- Ability to perform with limited supervision
- Experience in managing a portfolio of affluent and high net worth clients
- Demonstrated capacity to sell products and services within the financial services industry
- Proven record of success in cultivating new relationships
- Outstanding interpersonal, calling, sales, and negotiation skills
- Excellent verbal, written, communication, organizational, and customer service skills
- Proficient in Microsoft computer applications
Additional Preferred Skills:
- Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
- Property and Casualty Insurance license
- Certified Financial Planner designation
- Certified Wealth Strategist designation
- Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
#LI-DW1
Private Banking Officer Jobs by Experience Level
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Find Private Banking Officer JobsPrivate Banking Officer Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in private banking officer jobs.
- Bachelor's degree in finance, economics, business, or a related field
- Series 7 and Series 66 (or Series 65) securities licenses
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and core banking systems
- CFP or CFA designation preferred for senior-level roles
- Strong knowledge of investment products, trust services, and credit solutions
Tips for Your Private Banking Officer Job Search
Tailor your resume to AUM metrics
Private banking hiring managers look for quantified book-of-business figures, not just job duties. Replace vague statements with specific assets-under-management ranges, client retention rates, and loan volume figures from your previous roles to clear ATS filters and catch a reviewer's eye.
Highlight your relevant certifications upfront
CFP, CFA, Series 7, and Series 66 credentials appear in most private banking officer postings. List any you hold in a dedicated certifications line near the top of your resume so recruiters scanning for minimum qualifications see them before they read anything else.
Apply early to roles that fit
Migrate Mate lists private banking officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter openings by client segment focus
Private banking roles split sharply between ultra-high-net-worth, mass-affluent, and commercial client segments, and your experience in one doesn't always transfer cleanly to another. Target postings whose stated client minimum and service model match where you've actually worked to avoid screening out early.
Prepare a client scenario for case interviews
Many private banking final rounds include a case where you're handed a hypothetical client's balance sheet and asked to recommend an allocation or credit structure. Practice walking through risk tolerance, liquidity needs, and tax considerations out loud so your reasoning is clear and structured under pressure.
Negotiate total compensation, not just base salary
Private banking officer offers typically include a deferred compensation schedule, production bonuses tied to net new assets, and a client transition allowance if you're bringing a book. Know which components are negotiable before your first offer call and ask about vesting cliffs on any deferred portion.
Private Banking Officer Jobs: Frequently Asked Questions
Which companies are hiring the most private banking officers?
Frost, Republic Bank & Trust Company, and City National Bank of Florida are hiring the most private banking officers right now, with openings concentrated in Texas, Arizona, and Tennessee, based on current listings on Migrate Mate as of November 2026. Demand is strongest at national wealth management divisions and large regional banks expanding their private client segments.
How many private banking officer jobs are remote?
About 67% of private banking officer openings are fully remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. Sub-areas with the most remote flexibility tend to be back-office credit analysis and portfolio review functions rather than client-facing relationship management positions.
How do you become a private banking officer?
Start with a bachelor's degree in finance, economics, or business, then gain experience in retail or commercial banking to build client relationship skills. Obtain your Series 7 and Series 66 licenses, which most employers require before you're client-facing. Build toward a CFP or CFA designation to qualify for senior private banking roles managing larger books of business.
Can you get a private banking officer job with little experience?
Some banks hire junior private banking officers or relationship associate roles that feed into the full officer position, so targeting those entry points is a realistic path. Internship experience in wealth management, trust administration, or commercial lending is a strong substitute for full-time history. Holding your securities licenses before applying removes one of the most common early screening barriers.
What does the private banking officer interview process look like?
Most processes run three to four rounds. An initial phone screen with HR covers licensing and experience basics, followed by a competency interview with a hiring manager focused on client relationship scenarios. Final rounds often include a panel with senior bankers or a case study where you assess a mock client's financial situation and recommend a service approach. Reference and background checks close the process.
Where can I find and apply to private banking officer jobs?
You can find and apply to private banking officer jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and target client segment, and apply directly to each listing that fits.
See All 14 Private Banking Officer Jobs
Find roles that match your experience and apply in just a few clicks.
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