Elite Wealth Relationship Manager
Citi
Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate will have 5-8 years of experience, strong analytical skills, and proficiency in financial planning tools like NaviPlan Select. Competitive benefits are offered, including health coverage and 401(k). #J-18808-Ljbffr Citi
- A leading financial services firm is seeking a Platinum Relationship Manager responsible for fostering relationships with high-value clients. Ideal candidates will have at least one year of client service experience and necessary FINRA licenses. The role demands a focus...Suggested
$28.85 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...life they envision through a personal relationship with their advisory team committed to... ...by implementing and executing the Elite Growth Practice. Specific...SuggestedHourly payTraineeshipWork at officeWork from homeShift workDay shift- ...Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required) Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity...SuggestedWork at office
- Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding....SuggestedWork at office
- Citi is seeking a Wealth Relationship Manager to enhance client relationships and provide tailored financial solutions. Located in Evanston, Illinois, this role demands strong analytical skills and proactive client engagement. The successful candidate will have 5-8 years...Suggested
- Goldman Sachs Bank AG is seeking a Wealth Management Professional in Chicago, IL, who will provide exceptional client service and operational... .... The role involves direct client interaction, managing relationships, onboarding, and overseeing assets, all while working in a...
- Mercer Advisors in Chicago is looking for a Relationship Manager (RM) I to provide strategic support within the Client Service department. This... ...role is pivotal in fostering service excellence alongside Wealth Advisors and contributes significantly to client retention and...
- RK Partners in Chicago is looking for a Relationship Manager to support high-net-worth clients alongside Wealth Advisors. You will deliver exceptional client experiences while contributing to financial planning and advisory processes. Qualified candidates should hold a...
$60k - $121.3k
Special Assets Relationship Manager Job Locations: US-MN-Rochester | US-IL-Chicago | US-IN-Evansville | US-TN-Nashville | US-MN-St Louis Park | US-MN-Saint Paul | US-IN-Indianapolis | US-MI-Grand Rapids | US-WI-Milwaukee | US-ND-Fargo | US-TN-Nashville | … Overview Old...Work at officeLocal area- Rk-Partners in Chicago is seeking a Relationship Manager to enhance client experiences for high-net-worth clients. In this role, you will partner with Wealth Advisors and contribute to financial planning initiatives, providing exceptional service and support. Qualified...Work at office
- A leading financial institution seeks a National Client Banker in Chicago, IL to manage client relationships and ensure optimal wealth management. The ideal candidate has over three years of experience, a Bachelor's degree, and required financial licenses. Responsibilities...
$57.5k - $106.5k
...service to Trust & Estate clients. Responsibilities include managing accounts, ensuring compliance, and collaborating with regional... ...Administration and proven experience in managing complex fiduciary relationships. A Bachelor’s degree in Finance is preferred. The position...- Wintrust Financial Corporation in Chicago is seeking a Relationship Manager - Exchange Coordinator responsible for managing client relationships related to IRC Section 1031 tax-deferred exchanges. The role involves working with clients, developing business referrals through...Work at office
- This role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will also work closely with the grandfathered accounts, when applicable, and the...
- A global financial services firm in Chicago is seeking an Active Trader Relationship Manager to enhance client relationships and deliver top-tier service. This role involves comprehensive support, educating clients on trading products, and fostering client engagement....
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...$60k - $115k
Goldman Sachs Bank AG is seeking a Relationship Manager - Analyst in Chicago, IL. This role focuses on enhancing institutional relationships and providing clients with optimal financial wellness solutions. The ideal candidate will possess excellent interpersonal and organizational...$131k - $154k
Broughton Group is hiring a Relationship Manager to enhance customer engagement in financial planning. The role involves guiding customers through financial processes, maintaining accurate documentation, and ensuring compliance. Ideal candidates have experience in financial...$98.4k - $199k
A regional financial institution seeks a Senior Portfolio Manager in Chicago to manage high net worth client investment activities. You will collaborate within Wealth Management to ensure compliance with investment strategies. Successful candidates will have at least 8...$60k - $96k
...Merrill Wealth Management Position Merrill Wealth Management is a leading provider of comprehensive... ...life they envision through a personal relationship with their advisory team committed to... ...to effectively partner with all Elite Growth Program (EGP) roles, product...Work at officeWork from homeShift workDay shift$48.75k - $93.75k
...to ensure training needs of personnel and processes Identify Systems issues / concerns and make suggestions for enhancements Manage the administrative functions of the unit which include: Review, provide direction and assign new losses Setting performance...Full timeTemporary workLocal areaFlexible hours$70k - $115k
...to ensure training needs of personnel and processes Identify Systems issues / concerns and make suggestions for enhancements Manage the administrative functions of the unit which include: Review / provide direction on new losses Setting performance objectives...Full timeTemporary workFlexible hours$100k - $300k
...Deliver engaging, in-home sales presentations Grow fast through elite training & mentorship (we only promote from within) Enjoy a... ...where you live If You Are: A confident communicator and natural relationship-builder Driven to succeed and grow Experienced in sales (with...Weekly payFull timeLocal areaFlexible hours$100k
...Elite Account Executive Elite Account Executives operate as trusted advisors and senior sellers within the organization. You will... ...platform and tailoring solutions to operator needs Manage and dominate a defined territory (roughly a 4560 minute radius,...Local area- ...CX), Cloud Security, Infrastructure, and Managed Services. Having advised clients on over... ...a foundation of data-driven insights, elite industry talent, and rapid scaling. We operate... ...sales cycles , build high-trust client relationships , and ensure we pursue deals and...
$154k - $219k
...together, let's write the story of your success! The Role Senior Managers in our Private Client Services (PCS) practice oversee multiple... ...with top tax leaders to learn more about legislative changes, wealth transfer techniques, charitable giving strategies, buy/sell...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Solutions Division in Chicago, IL. The successful candidate will manage loan servicing, ensuring high-touch client service and... ...skills, excellent communication, and the ability to foster client relationships. A competitive salary will be offered, reflecting experience....Work experience placement
- ...Chicago, Illinois. You will oversee daily loan administration, provide excellent service to clients, and work closely with relationship managers. The ideal candidate has extensive experience in client contact and loan agency work, with strong communication skills and a...Agency work
- ...what we stand for as a firm KPMG is currently seeking a Manager or Senior Manager to join our Business Tax Services practice.... ...for internal and external clients; build and handle client relationships by advising them and being responsible for delivering high quality...Full timeLocal area
$92.5k - $105.8k
...Leverage Salesforce CRM to effectively manage a book of business. Sales Performance... ...disciplined execution, and trust-based client relationships. Core Competencies (Baseline)... ...salary plus uncapped commission ~ Annual Elite Club Trip for top performers ~ Monthly...Base plus commissionContract workFlexible hoursShift work
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