Senior Credit Advisor: High-Net-Worth Relationships
$57.5k - $106.5kBmo
BMO is seeking a skilled Banking Relationship Manager in Chicago, IL, to develop and manage profitable relationships with high-net-worth clients. The role involves designing customized banking solutions, leading deal teams, and ensuring exceptional service while adhering to regulations. Candidates should have 4-6 years of experience in a related field and must meet licensing requirements. BMO offers competitive salaries ranging from $57,500 to $106,500, along with a comprehensive benefits package, including health insurance and retirement plans. #J-18808-Ljbffr
- Family Office Exchange is seeking a Senior Relationship Manager in downtown Chicago to strengthen member relationships and ensure high-quality service delivery. This hybrid role includes... ...of experience servicing ultra-high net worth clients. Strong interpersonal skills and...SeniorHigh net worthWork at office
$78.08k - $117.12k
...A leading financial services firm is seeking a seasoned Wealth Relationship Manager in Chicago to enhance relationships with affluent clients. The role requires building deep connections through tailored financial solutions and compliance with regulations. Candidates...SeniorHigh net worth$164.6k - $288k
...Senior Relationship/Trust Advisor, WM page is loaded## Senior Relationship/Trust Advisor, WMlocations: Chicago... ...of $20 million in MV and delivers high quality fiduciary and administrative... ...in working with ultra-high net worth (UHNW) clients is preferred.* The ability...SeniorHigh net worthWork experience placementFlexible hours- ...office executives, and trusted advisors. Position Summary: The Senior Relationship Manager is responsible for building... ...members, providing customized, high-quality member service, and... ...direct client service to ultra-high net worth clients in a single-family...SeniorHigh net worthTemporary workWork at officeRemote work
$164.6k - $288k
...Fortune 500 company that has been in continuous operation since 1889. Senior Relationship/Trust Advisor, Wealth Management The Senior Relationship Advisor role manages complex wealth management high net worth (HNW) and ultra‑high net worth (UHNW) client relationships and...SeniorHigh net worthWork experience placementVisa sponsorshipWork visa- ...reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate... ...toward a team covering one or more client relationships ~ Assist in the preparation and... ...and middle-market companies, as well as high net worth individuals, family offices, not-for-profit...SeniorHigh net worthLocal area
- Senior Corporate Banking Relationship Manager Job Locations US-IL-Chicago Category/Function Lending/Commercial/Consumer/Credit Position Type Regular Full-Time Requisition ID 2... ...giving. We continually seek highly motivated and talented...SeniorWork experience placement
$159.97k - $188.2k
...U.S. Bank is seeking a PWM Private Wealth Advisor in Chicago to manage relationships with high net worth clients. This role requires over 10 years of experience in wealth management as well as the ability to lead a collaborative team to meet client needs. The ideal candidate...SeniorHigh net worth$102k - $208k
...A major banking institution is seeking a Private Bank Wealth Advisor IV in Chicago to manage high-net-worth client relationships and deliver tailored wealth plans. Candidates should have at least 5 years of experience in financial advisory, and relevant licenses within...SeniorHigh net worthWork at officeFlexible hours$102k - $190k
...institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The... ...involves collaborating with teams to provide tailored solutions to high net worth clients and achieving business goals. A competitive salary...SeniorHigh net worth$200k - $250k
...Senior Portfolio Manager – Front Barnett Team Mesirow... ...invested primarily in high-quality, marketable,... ...The firm serves high-net-worth and ultra-high-net-... ...investment management, client relationship leadership, and... ...estate, and business advisors Support multi-generational...SeniorHigh net worth- Bank of America seeks a skilled professional to expand client relationships in Chicago. This role emphasizes driving new business while... ...products. Applicants should have extensive experience with high-net-worth clients and be capable of fostering strong partnerships. Key...SeniorHigh net worth
- ...seeking to hire an experienced Senior Tax Associate, Senior... ...years of experience advising high-net-worth individuals, families, and closely... ...key role in managing client relationships within a private client law... ...accountants, investment advisors, fiduciaries, and external counsel...SeniorHigh net worthWork at office
$75k - $130k
...this role, you will evaluate and underwrite new business risks while building relationships with agents. Candidates should have at least two years of underwriting experience in high net worth personal lines and possess strong communication skills. This position offers a...High net worth$164.6k - $288k
Northern Trust in Chicago is seeking a Senior Relationship/Trust Advisor in Wealth Management to manage complex client relationships, particularly high net worth (HNW) and ultra-high net worth (UHNW) clients. This role requires 12-15 years of experience in trust administration...SeniorHigh net worth$122.3k - $231.87k
...Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills... ...managing engagements and client relationships. When: Full-time position...SeniorHigh net worthFull timeWork at officeImmediate startRemote work- ...global professional services firm is seeking a Tax Advisor to handle complex individual tax returns for high net worth clients. This role involves advising on tax... ...skills, the ability to develop long-term client relationships, and a thorough understanding of federal tax...SeniorHigh net worthFlexible hours
- ...A Fortune 500 financial institution seeks a Senior Relationship/Trust Advisor in Chicago, IL, to manage complex wealth management client relationships... ...candidates will have extensive experience with ultra-high net worth clients, strong leadership skills, and relevant...High net worth
$164.6k - $288k
Northern Trust is looking for a Senior Portfolio Advisor II in Chicago to manage complex investment accounts for high-net-worth clients. This role requires at least 12 years of... ...experience and a strong ability to forge relationships. The advisor contributes to business...SeniorHigh net worth- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role... ...serving as the primary advisor for High-Net-Worth clients, delivering personalized financial... ..., professionalism, and long-term client relationships. #J-18808-Ljbffr Judson GroupSeniorHigh net worth
$98.4k - $199k
Senior PM Portfolio Manager Job Locations US... ...We continually seek highly motivated and talented... ...and retain high net worth client relationships through the delivery... ...efforts with Wealth Advisors, Trust Officers and... ...economic data, equity and credit markets, specific...SeniorHigh net worthWork experience placementWork at officeLocal area- ...services firm in Chicago is seeking a Tax Senior Manager to lead tax compliance and consulting services for high-net-worth clients. This role involves managing engagements... ...values innovation, leadership, and client relationships, offering competitive compensation and...SeniorHigh net worth
$57.5k - $106.5k
Hispanic Alliance for Career Enhancement is seeking a Financial Relationship Manager in Chicago, Illinois. The role involves developing and managing relationships with high-net-worth clients while providing tailored financial solutions. Candidates should have 4-6 years...High net worth$102k - $190k
A leading financial institution is seeking an experienced Relationship Manager in Chicago to oversee business development strategies and manage high-net-worth client relationships. The ideal candidate will have at least 7 years of experience and a strong understanding...SeniorHigh net worth$115k - $180k
RK Partners is looking for a Wealth Advisor in Chicago, Illinois. The role involves building significant client relationships and providing personalized financial advice tailored... ...ability to cultivate relationships with high-net-worth individuals. The position offers a...SeniorHigh net worth- ...Valid8 Financial, Inc. is seeking a Senior Philanthropy Manager to lead fundraising efforts and manage high-net-worth donors. This strategic position involves cultivating relationships, securing major contributions, and enhancing data-driven fundraising strategies. The...SeniorHigh net worth
- ...Job Description Job Description Senior Tax Attorney or Partner Trusts and Estates... ...with a proven track record of serving high net worth clients. This role involves providing comprehensive... .... Cultivate and maintain client relationships, ensuring high levels of satisfaction...SeniorHigh net worthOngoing contractLocal area
- ...in the Chicagoland area is seeking an experienced High Net Worth (HNW) Tax Manager or Tax Senior to join its growing tax practice. This is an excellent... ...larger firm while benefiting from a collaborative, relationship-driven culture. Work with a diverse client base...SeniorHigh net worthWork at officeFlexible hours
$95k - $110k
...Senior Tax Accountant / Tax Supervisor – REMOTE (Atlanta based CPA Firm) Who: A highly skilled tax professional with 4–8 years of public accounting... ...business owners and high-net-worth individuals. This is a... ...planning Manage client relationships with a proactive, service-...SeniorHigh net worthWork at officeImmediate startRemote work$146k - $200k
...Tax Senior Manager, Private Client Services Chicago... ...our firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their families... ..., clients, and advisors Expands their understanding... ...Builds new relationships and maintains existing...SeniorHigh net worthPrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Credit Advisor: High-Net-Worth Relationships. Be the first to apply!
- credit advisor Chicago, IL
- credit counselor Chicago, IL
- credit consultant Chicago, IL
- senior fund accountant Chicago, IL
- senior office manager Chicago, IL
- senior director ecommerce Chicago, IL
- senior automation controls engineer Chicago, IL
- senior accounts payable Chicago, IL
- senior brand designer Chicago, IL
- senior financial advisor Chicago, IL



