Senior Private Wealth Banker

BOK Financial Corp.; San Antonio (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Private Wealth Banker to act as a trusted advisor for high-net-worth clients. In this dynamic role, you will leverage your financial acumen and analytical skills to recommend tailored financial solutions, manage credit relationships, and ensure compliance with regulations. Join a top financial services holding company that values innovation and client success, where your expertise will directly contribute to the growth and preservation of wealth for your clients. This is an exciting opportunity to advance your career in a supportive environment dedicated to excellence in private banking.

Qualifications

• 8-10 years of experience in credit/banking or 14-16 years of equivalent education and experience.
• Strong understanding of financial products and services.

Responsibilities

• Identify new prospects and develop new business opportunities.
• Structure loans and ensure regulatory compliance.

Skills

Financial Acumen

Analytical Skills

Business Development

Risk Mitigation

Education

Bachelor’s Degree in Finance

Job description

Join to apply for the Senior Private Wealth Banker role at BOK Financial

Req ID: 76425
Location: San Antonio -SANAN
Areas of Interest: Finance; Private Banking
Pay Transparency Salary Range: Not Available

BOK Financial is a top U.S.-based financial services holding company with operations in multiple states. The company has successfully diversified into a variety of industries, businesses, and geographies.

Summary
Acting as a trusted advisor, you will find and recommend the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth.

Job Description
The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses.

How You'll Spend Your Time

• You will use your business savvy to identify new prospects and develop new business.
• You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
• You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
• You will monitor and manage existing credit relationships in coordination with the Professional Services Group.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking or 14-16 years of equivalent combination of education and experience.

Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for all qualified applicants and employees.

Please contact [e-mail] with any questions.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales
• Industries: Banking, Financial Services