Senior Private Wealth Advisor for HNWI

BOK Financial; San Antonio (TX); On-site; USD 98,000 - 130,000; Full time

Benefits offered by this job

Formula Based Bonus

Job summary

BOK Financial seeks a Private Banker in San Antonio to act as a trusted advisor for high-net-worth clients. This role involves developing new business opportunities and managing existing credit relationships while delivering comprehensive financial solutions such as Brokerage, Trust, and Insurance products.

A Bachelor's degree in Finance and 8-10 years of banking experience is required. This position offers a collaborative team culture, emphasizing personal growth and client service.

Qualifications

• 8-10 years of directly related experience in credit/banking or 14-16 years of equivalent combination of education and experience.
• Strong analytical and decision-making skills.
• Ability to develop and maintain customer relationships.

Responsibilities

• Identify new prospects and develop new business.
• Structure loans and manage existing credit relationships.
• Understand data for informed decision-making.

Skills

Financial acumen

Risk analysis

Business development

Client relationship management

Education

Bachelor's Degree in Finance or related field

Job description

BOK Financial seeks a Private Banker in San Antonio to act as a trusted advisor for high-net-worth clients. This role involves developing new business opportunities and managing existing credit relationships while delivering comprehensive financial solutions such as Brokerage, Trust, and Insurance products.

A Bachelor's degree in Finance and 8-10 years of banking experience is required. This position offers a collaborative team culture, emphasizing personal growth and client service.