Senior Private Wealth Advisor for High‑Net‑Worth Clients

BOK Financial Corporation; Austin (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Excellent training and development

Impactful career opportunities

Job summary

A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant experience in credit/banking. This role offers the opportunity to develop new business and enhance client wealth strategies while being part of a supportive team culture focused on growth and success.

Qualifications

• 8-10 years of directly related experience in credit/banking.
• Strong financial acumen and analytical skills.
• Ability to manage complex customer relationships.

Responsibilities

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

Skills

Financial analysis

Client relationship management

Risk assessment

Business development

Education

Bachelor's Degree in Finance or related field

Job description

A leading financial services company is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions to high-net-worth clients. Candidates need to have a Bachelor's Degree in Finance and significant experience in credit/banking. This role offers the opportunity to develop new business and enhance client wealth strategies while being part of a supportive team culture focused on growth and success.