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 Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management... ...Insurance services to high net worth clients and businesses. Team Culture We celebrate... ...directly related experience in credit/banking and/or 8-10 years of equivalent...SeniorPrivate
- ...Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Inc. BOKF, NA operates banking divisions: Bank of... ...has been helping clients achieve their financial... ...Job Description The Senior Investment Manager... .... Consults with Wealth Advisors and/or Trust Officers (...SeniorPrivateWorldwide
- ## 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
- Simmons Bank seeks a Private Wealth professional to administer and optimize client accounts, coordinating with portfolio managers to ensure appropriate asset allocations... .... You will work with clients, their advisors, and professionals to grow a robust trust and...SeniorPrivate
$88k - $110k
...seeking an experienced professional to manage fund accountants and client relationships. You will ensure service quality while preparing... ...reports. The ideal candidate has 5+ years of experience in private equity or public accounting, alongside a solid accounting degree...SeniorPrivate- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select client group, manage the full banking relationship, and drive growth through referrals. The role emphasizes education, tailored financial advice, and a proactive service mindset across...Weekend workAfternoon shift
$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- ...Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers...Immediate startAfternoon shift
- MidFirst Bank in Oklahoma City is seeking a Commercial Relationship Officer to prospect, produce, and manage a portfolio of commercial deposit clients, including owners and senior executives. You will act as the primary officer, lead referrals, and cross-sell treasury...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
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group... ...their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
- ...City -OKC Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ..., we're passionate about supporting our clients and each other. Join us as a Personal Banker...Private
- BOK Financial is seeking a Senior Private Wealth Banker to manage a portfolio of high-net-worth clients in Oklahoma City. This role involves complex loan management, delivering various financial services, and ensuring compliance with regulations. The ideal candidate will...SeniorPrivate
$250k - $290k
...we partner with CEOs, Boards, Private Equity and Governments every step... ...key responsibilities As a Senior Director with EY-Parthenon's... ...manage projects supporting our client service team in developing and... ...services clients, including banking, capital markets, asset management...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours- ...documentation, ensuring accuracy, and liaising with legal and compliance departments. Candidates should have 5-8 years of experience in Private Bank credit documentation and must demonstrate strong negotiation skills and independence in their work. UOB offers an inclusive work...SeniorPrivate
- U.S. Private Bank - Private Banker - Vice President or Executive Director We are actively looking for exceptionally talented individuals... ...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...PrivateTemporary workWork experience placementLocal area
- ...Senior Vice President, Head of Compliance About the Company... ...Financial Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...compliance function, serve as a key advisor to the Chief Risk Officer,...SeniorPrivate
- ...Corporation is seeking a Relationship Banker to build, expand, and retain client relationships while delivering an exceptional client experience. You will assess clients' financial needs and offer banking products and services to help them achieve their goals....
- ...make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program a 9-week training program designed to equip you with the...
- JPMorgan Chase & Co. is seeking a Relationship Banker to join a Chase Branch in Massachusetts. You will build lasting client relationships, provide tailored banking solutions, and guide customers in using Chase Mobile App and Chase.com for their financial needs. The role...Day shift
- ...-FTWT Areas of Interest: Branch Business Banking; Consumer Banker; Consumer Banking; Treasury... ...Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...management team, we engage directly with clients, providing market insights and best practices...Private
- # Senior Corporate Finance AssociateOklahoma City Office - Oklahoma City, OK 73102## Description... ..., and investor materials, including bank presentations, borrowing base support,... ...marketing data rooms* Coordinate with external advisors, legal counsel, and lender groups through...SeniorWork at office
- ...Corporation in Oklahoma City is seeking an experienced wealth management professional to administer Private Wealth accounts and collaborate with clients, their advisors, and portfolio managers. The role emphasizes managing major client relationships, complex account administration...SeniorPrivate
$69.8k - $132k
...confidence in a world of change, empowering our clients and people to realize their full... ...for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance... ...experience in US GAAP and/or IFRS for public or private companies, with experience in financial...SeniorPrivateFull timeWork experience placementInternshipLocal areaFlexible hours- The Private Bank Lending Assistant is responsible for providing administrative support to a Private Banker located at the Plaza building.... ...process by working with loan officers, internal departments, clients, and third parties. Other client-related responsibilities include...PrivateWork at office
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will... ...’ success and the goals of the bank, while fostering a culture of diversity...
$25.3 - $31.6 per hour
...prepare others for career advancement opportunities. Build and leverage relationships with strategic partners (such as AWM, Private Banking, Small Business, etc.) to fulfill customers' unique needs when opportunities arise. Drive change by understanding and communicating...PrivateHourly payWork experience placementMonday to ThursdayNight shift- The Commercial Banking Sales department is seeking a highly organized and results-driven Lead... ...both the Bank's and the Commercial and Private Banking Sales Division's business... ...initiatives, including regulatory readiness, client experience and data governance.Partner with...PrivateFull timeContract workWork experience placementRemote workShift work
- First United Bank is seeking a Relationship Banker I to provide exceptional customer service and maintain positive relationships. This role involves opening new accounts, processing transactions, and assisting customers with their banking needs. The ideal candidate will...
$20 - $22.36 per hour
The Cape Cod Five Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising customers on financial products, performing banking transactions, and maintaining customer confidentiality. The ideal candidate will...
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