Senior Private Wealth Advisor

BOK Financial; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients, and manage significant commercial and individual loans.

Applicants should have a Bachelor's Degree in Finance and substantial experience in credit/banking, possessing strong analytical and business development skills. This position offers an opportunity to make substantial contributions to client wealth management.

Qualifications

• 8-10 years of directly related experience in credit/banking.
• 14-16 years of equivalent combination of education and experience.
• Strong analytical skills to understand data.

Responsibilities

• Identify new prospects and develop new business.
• Determine client needs to enhance private wealth strategies.
• Monitor and manage existing credit relationships.

Skills

Financial acumen

Business development

Credit analysis

Regulatory compliance

Education

Bachelor's Degree in Finance or related field

Job description

BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients, and manage significant commercial and individual loans.

Applicants should have a Bachelor's Degree in Finance and substantial experience in credit/banking, possessing strong analytical and business development skills. This position offers an opportunity to make substantial contributions to client wealth management.