This century old bank is still an institution anchored in values, reinforced with resilience and focused on opportunity.
Today they continue to carry on that remarkable legacy as one of America’s strongest, safest banks serving the Houston region.
The duties will include coordinating the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, and estate planning & trust services, which are delivered through holistic financial planning.
Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business.
The base could start at $200K depending on level of experience and designations. With quarterly bonuses / incentives one could earn an additional $200K.
The desired candidate will possess :
- Bachelor’s degree preferably in Business or related field required; Master’s degree preferred.
- Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow for maximum incentive potential.
- 10 years of experience in Private Banking, Wealth Management and / or Wholesale Banking required.
- CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred
Wealth Manager - Private Banker
Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new business. Private Banking, Wealth Management and/or Wholesale Banking required. The duties will include coordinating the integrated delivery of wealth products and services to high net w...
Senior Private Wealth Banker
BOK Financial Private Wealth, Inc. You will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement app...
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects rela...
Senior Private Wealth Banker
Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. You’ll use your product/service knowledge to determine what our clients need to enhance their private...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projec...
Wealth Platform Product Manager, Retirement & Private Wealth
About HUB Retirement & Private Wealth (RPW):. We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate will have a strong background in the Orion Connect and other wealth management focused platforms, excellent training skills, and...
Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projec...
Private Wealth Market Manager
Private Wealth team in a geographically distinct market or functional area as a Player-Coach, with a focus on either investment management or personal trust. This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or Finance and 8+ years of P...
Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)
As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects rela...
Senior Private Wealth Banker
Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you’ll do as a Private Banker. You’ll use your product/service knowledge to determine what our clients need to enhance their private...