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Private Wealth Associate | Private Wealth Associate in Human Resource Job in Tulsa OK | 7269178802

This listing was posted on Tip Top Job.

Private Wealth Associate

Location:
Tulsa, OK
Description:

Req ID: 75031 Location: Tulsa :TUL Areas of Interest: Trust; Investment Management; Lending; Portfolio Management; Private Banking; Professional; Relationship Management; Wealth Management Pay Transparency Salary Range: Not available Application Deadline: 06/14/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial(R). Bonus Type Formula Based Summary Were building a culture at BOK Financial where amazing people like you can bring their best, be their best and work for the best. Youve come to the right place to grow your career. Job Description The Private Wealth Associate is an "apprentice" role within Private Wealth and can be located within any department (Private Banking, Personal Trust, Investment Management or Wealth Advisors). The role is designed to teach the specific policies and operating procedures within the department (banking, fiduciary administration, investment management, in addition to project management) to the incumbent. Typically, within 24:36 months, the incumbent will transition into a role in one of the departments (i.e., Private Banker, Trust Officer, Investment Manager or Wealth Advisor). Team Culture Everyone on the team proudly leans in to mold talent and build an internal bench for the private wealth organization. Team members are celebrated and recognized regularly, and the Private Wealth Associates have a forum to meet with those in other markets and share best practices. Learning from one another is central to your success. How Youll Spend Your Time: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. Education and Experience Requirements 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 Working Conditions and Physical Requirements OfficeBOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own careerApply todayand take the first step towards your next career opportunity The companies in BOK Financial Corporation Group are equal opportunity empl
Industry:
Insurance
Posted:
May 14 on Tip Top Job
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