Job description
- You’ll partner with Private Wealth Advisors, Private Wealth Bankers, Trust Officers and Investment Managers to complete analysis, client assessments, client requests, and projects, as well as review and analyze complex client and sales information and provide recommendations.
- You’ll complete advanced departmental projects for the Market Executive, Private Banking, Investment or Trust Managers which will require you to synthesize data and perform complex analysis.
- You’ll develop both external and internal relationships, including specialty areas of the bank such as Tax, Real Estate Management, Mineral Management, Investment Management and Operations departments.
This level of knowledge is normally acquired through completion of Bachelor’s Degree in Business or related field of study or 3-4 years of experience in finance, accounting or investments or equivalent combination of education and experience.
- Basic knowledge of various securities and investment-related products and services.
- Basic knowledge of trust concepts and application to Personal Trust.
- Basic understanding of lending practices and policies, loan documentation requirements and regulations.
- Ability to assess specific customer needs, recommend and offer appropriate products and prepare client and new business presentation material
- Proficient computer skills including word processing and strong working knowledge of spreadsheet and presentation software.
- Extremely strong oral and written communication skills, including interpersonal skills
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.
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