Senior Private Banking Advisor for UHNW Clients
UOB
UOB is seeking a Senior Client Advisor for its Private Bank division in Central Region. The role involves developing and maintaining relationships with high net worth clients, providing personalized services, and identifying business opportunities through financial solutions. The ideal candidate will have at least 7 years of experience in wealth management or private banking and will possess strong interpersonal and communication skills in English and Mandarin. Join UOB to make a difference in people's financial lives. #J-18808-Ljbffr UOB
- ...Senior Investment Manager Location: Oklahoma City -... ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Inc. BOKF, NA operates banking divisions: Bank of... ...Financial has been helping clients achieve their financial... .... Consults with Wealth Advisors and/or Trust Officers (...SeniorPrivateLocal areaWorldwide
- Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management... ...Insurance services to high net worth clients and businesses. Team Culture We... ...directly related experience in credit/banking and/or 8-10 years of equivalent combination...SeniorPrivate
- ## Senior Client Advisor, Private BankApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted 30+ Days Agotime... ...)job requisition id: JR78575**About UOB**United Overseas Bank Limited (UOB) is a leading bank in Asia with a global...SeniorPrivateOverseas
$127.9k - $291.9k
...by side with a range of clients from our most venerable... ...new entrants across Banking and Capital Markets, Wealth... .... EY's FSO EDGE Private practice provides comprehensive... ...responsibilities A Senior Services Manager in FSO... ...status as a trusted advisor to maintain and further...SeniorPrivateFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...President and Wealth Advisor About the Company... ...Management Type Privately Held About the Role... ...a sophisticated, client-first advisory platform... ...work alongside senior advisors and... ...planning, private banking, or related fields... ...with exposure to HNW/UHNW client service or...Private
$125k - $215k
...transaction readiness, and value creation for private‑equity‑backed companies. Role... ...execution of engagements, serving as primary client contact for CFOs, executive leadership teams... ...of experience in consulting, investment banking, private equity, financial or operational...SeniorPrivate- ...seeking a Commercial Portfolio Manager in Oklahoma City to enhance client relationships and manage a portfolio of loans. The role... ...exceptional customer service. Ideal candidates will have a background in banking or finance, strong credit understanding, and excellent...Senior
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident... ...and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...PrivateTemporary workWork experience placementLocal area
- UOB is seeking a VP, Relationship Manager to manage corporate client portfolios in Central Louisiana. Responsibilities include developing client relationships, originating banking products, and managing credit submissions. Candidates should have 7-10 years of experience...Senior
- ...Edmond -EDMO Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...Financial, we're passionate about supporting our clients and each other. Join us as a Personal...PrivateLocal area
- ...exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the...PrivateTemporary workWork experience placementLocal area
$83.2k - $178.8k
Private Banker II - Oklahoma City, OK The Private Banker II will source... ...primarily delivering private banking credit and deposit solutions.... ...and existing high net‑worth clients to develop new business.... ...realtors, attorneys, financial advisors, accountants) to generate...PrivateWork at officeLocal areaFlexible hours$25 - $31.37 per hour
Bank of America in Massachusetts is seeking a Client Relationship Manager responsible for serving as the first point of contact for financial center clients. Key responsibilities include uncovering personal banking needs, managing client interactions, and providing exceptional...SeniorHourly pay- BOK Financial Corporation is seeking a Client Relationship Specialist III to help manage commercial banking portfolios. This role demands excellent interpersonal skills and offers a collaborative team culture. The ideal candidate has an Associate's Degree and 4 years of...Senior
$120k - $138k
Webster Bank is seeking a Senior Associate to manage a portfolio of borrower accounts and support new deal underwritings. The role involves analyzing financial statements, mentoring junior team members, and interacting with senior credit officials. We require a Bachelor...SeniorWork at office$99k - $176k
City National Bank in Oklahoma City is looking for a Business Controls Manager to enhance risk management practices across Consumer Banking and Lending Operations. This role involves collaborating with the Risk Framework leadership team to identify issues and design effective...Senior- ...looking for a Bilingual Personal Banker to provide exceptional client experiences. This role involves delivering a range of retail products... ..., while a college degree is a plus. Join BOK Financial and start your banking career today! #J-18808-Ljbffr BOK Financial CorporationStart working today
- Simmons Bank in Edmond, Oklahoma, seeks a Relationship Banker to create and manage client relationships while offering exceptional customer service and financial solutions. In this role, you will assess client needs and market Simmons' banking products effectively. The...
- ...Oklahoma City is seeking a Bilingual Personal Banker. This role is essential for providing an excellent client experience and involves delivering personalized banking solutions. You'll participate in a comprehensive 9-week training program to ensure you're equipped for...
- ...seeks a Bilingual Personal Banker to deliver exceptional service and foster long-term client relationships. In this role, you will assess clients' financial needs and provide guidance on bank products. The position includes a comprehensive 9-week Banking Navigator training...
- Koitecc Solutions is hiring a Relationship Banker to provide exceptional service in Massachusetts. You'll manage client relationships using innovative banking technology to meet financial needs and expectations. Your role will involve proactive communication, problem-...
- Fuse3 Solutions is seeking a Personal Banking Associate in Oklahoma City to provide front-line support in a high-volume financial institution... ...recommendations. Key responsibilities include assisting clients with transactions, managing cash drawers, and cultivating client...Work at office
- ...Solutions is seeking a Relationship Banker in Massachusetts to deliver exceptional service and manage client relationships. In this role, you will utilize advanced banking technology to address client needs and enhance their experience. The ideal candidate must have at...
- ...looking for a Relationship Banker who will provide exceptional client service and manage client relationships effectively. The ideal... ...will have at least 1 year of experience in sales within Retail Banking and a strong commitment to client satisfaction. You will engage...
- BOK Financial in Edmond, Oklahoma, is seeking a Personal Banker. In this role, you will deliver exceptional client experience while providing a variety of banking services. You'll participate in a 9-week Banking Navigator training program that equips you with necessary...
- ...Corporation is seeking a Bilingual Personal Banker in Edmond, Oklahoma. The role involves delivering exceptional client experiences while assisting with banking services. You will undergo a comprehensive 9-week training program to prepare for client interactions and...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of...
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase... ...motivated team dedicated to guiding clients to fulfilling the dream of homeownership... ...proven sales experience in retail banking ~ Knowledge of real estate market in...SeniorWork experience placementLocal areaImmediate startRelocation
$88k - $110k
...is seeking an experienced individual for a key role in managing client relationships and overseeing fund accountants in Massachusetts.... .... Ideal candidates should have over 10 years of experience in private equity or accounting, strong analytical skills, and effective leadership...SeniorPrivate- Simmons Bank in Edmond, Oklahoma is looking for a Relationship Banker (RB) responsible for building, expanding, and retaining client relationships while providing an exceptional client experience. The role includes managing consumer loan requests, ensuring individual goals...
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