Senior Wealth Manager

3 days ago


Plano, Texas, United States BOK Financial Full time
Job Summary

We are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.

Key Responsibilities
  • Formulate and implement strategies to identify and pursue new business opportunities
  • Develop and execute tailored solutions to meet the financial needs of clients
  • Negotiate loan proposals and analyze credit requests to ensure optimal risk management
  • Manage a portfolio of key client relationships and ensure ongoing satisfaction and loyalty
  • Collaborate with internal teams to deliver a comprehensive range of financial services
Requirements

To be successful in this role, you will need:

  • A Bachelor's Degree in Finance or a related field
  • 5-7 years of experience in credit/banking or a related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities. We offer a competitive salary and benefits package, as well as the chance to work with a talented team of professionals who are passionate about delivering exceptional client service.

If you are a motivated and results-driven individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this role.



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