Senior Private Wealth Advisor for High-Net-Worth Clients

BOK Financial Corporation; San Antonio (TX); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Excellent training and development opportunities

Stable and financially strong organization

Commitment to equal employment opportunities

Job summary

A leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their wealth through tailored financial solutions. Responsibilities include managing complex commercial and individual loans, developing new business, and leveraging financial knowledge to enhance client strategies. Ideal candidates will have extensive experience in banking, strong analytical skills, and a passion for client service. Apply today to join a dynamic team.

Qualifications

• 8-10 years of directly related experience in credit/banking.
• 14-16 years of equivalent combination of education and experience.

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 acumen

Analytical skills

Business development

Relationship management

Education

Bachelor’s Degree in Finance or related field

Job description

A leading financial services company is seeking a Senior Private Wealth Banker in San Antonio to act as a trusted advisor. You'll help high-net-worth clients grow, preserve, and protect their wealth through tailored financial solutions. Responsibilities include managing complex commercial and individual loans, developing new business, and leveraging financial knowledge to enhance client strategies. Ideal candidates will have extensive experience in banking, strong analytical skills, and a passion for client service. Apply today to join a dynamic team.