Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Elite Wealth Relationship Manager in Chicago, IL vacancy
  • Citigroup Inc. is seeking an experienced Wealth Relationship Manager in Evanston, Illinois, to enhance client relationships and financial service offerings. Candidates should have 5-8 years of experience, strong analytical skills, and effective communication abilities.... 
    Suggested

    Citigroup Inc.

    Evanston, IL
    1 day ago
  • $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... 
    Suggested
    Hourly pay
    Traineeship
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    4 days ago
  •  ...Wealth Relationship Manager Safe Act - Evanston, Il The Wealth Relationship Manager Safe Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for... 
    Suggested
    Work at office

    Citigroup

    Evanston, IL
    1 day ago
  • Morgan Stanley’s Platinum Relationship Manager role focuses on retaining and growing our most valuable E*TRADE clients, delivering tailored investment guidance and connecting clients with Morgan Stanley’s full suite of products and services. You will work in a small team... 
    Suggested

    Morgan Stanley

    Chicago, IL
    1 day ago
  • Inspira Financial is seeking a Sr. Relationship Manager (Retirement & Wealth) to manage strategic client relationships with record keepers, plan sponsors, and other partners. The role supports onboarding new clients and expanding existing relationships while coordinating... 
    Suggested
    Remote job

    Accruit, LLC

    Oak Brook, IL
    1 day ago
  • $78.08k - $117.12k

    The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry... 
    Full time
    Work at office

    Citigroup Inc.

    Chicago, IL
    1 day ago
  • $115k - $160k

    Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We... 
    Contract work
    Work at office
    Work from home
    Home office
    Shift work
    Day shift

    Bank of America

    Chicago, IL
    3 days ago
  • $225k - $240k

     ...Company:Oliver Wyman Description: Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Marsh McLennan

    Chicago, IL
    5 days ago
  •  ...Description Client Service Manager About the Firm- ROLE IS IN...  ...This established Private Wealth Management practice delivers...  ...a long‑term career within an elite wealth advisory team. This is...  ...Excellent communication and relationship‑building abilities ~ Northwestern... 
    Private practice
    Work from home
    Home office

    RK Partners

    Chicago, IL
    3 days ago
  • $140k - $235k

     ..., deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating...  ...Team is seeking a Senior Relationship Manager (SRM) . Bank of America is one of the...  ...Banking, Foreign Exchange, and Wealth Management and facilitates client relationships... 
    Permanent employment
    Work at office
    Flexible hours
    Shift work
    Day shift

    National Black MBA Association

    Chicago, IL
    4 days ago
  • KeyBank Real Estate Capital (KBREC) seeks a Senior Relationship Manager to source and manage client relationships, underwrite and structure credit opportunities, and partner with deal teams to drive revenue. You will coordinate with product partners across Commercial Mortgage... 

    KeyBank

    Chicago, IL
    1 day ago
  • 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... 

    Drips.com

    Oak Brook, IL
    3 days ago
  • $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... 

    Bank of America

    Chicago, IL
    7 hours ago
  • $122.29k - $209.64k

     ...all new hires.Join our Asset Based Lending team as an SVP -Relationship Manager responsible for managing a complex portfolio of commercial lending...  ...and connect clients with appropriate banking, treasury, wealth management, and capital markets solutions.Support the... 
    Full time

    Associated Banc-Corp

    Chicago, IL
    2 days ago
  • $147.84k - $274.56k

     ...the company’s success. As a Premier Client Regional Sales Manager within PNC's Wealth Management organization, you will be based in Illinois....  ...results, attracts new customers and/or grows existing customer relationships by coaching and managing to defined strategies and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Chicago, IL
    3 days ago
  • $154.08k - $232.88k

     ...hybrid role. Your Team Join an elite team shaping the future of Client...  ...the industry's top talent and deepening relationships with Key Clients. Our diverse team thrives...  ...comprehensive client engagement and account management for assigned relationships, cultivating... 
    Permanent employment
    Full time
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Allianz Commercial

    Chicago, IL
    2 days ago
  • BBR Partners in Chicago seeks an entrepreneurial, senior professional to manage client relationships and lead the development of investment and wealth management plans for ultra-high-net-worth individuals and families. The role emphasizes business development, travel for... 

    BBR Partners

    Chicago, IL
    4 days ago
  • $118.17k - $144.43k

     ...stage of your career. Try new things, learn new skills, and discover what you excel at—all from Day One.Job Description:The Relationship Manager is responsible for developing and maintaining relationships with Global Corporate Trust & Custody (“GCTC”) clients invested... 
    Full time
    Local area
    Immediate start
    3 days per week

    US Bank

    Chicago, IL
    4 days ago
  •  ...driving client loyalty. The role requires strong leadership, strategic planning, and a proven track record in luxury retail. You will manage a diverse team, develop talent, and collaborate with leadership to exceed sales targets while upholding brand standards and... 

    LVMH Group

    Oak Brook, IL
    1 day ago
  •  ...delivering the Tiffany Experience to every client. You will model exceptional service, coach the team on selling rituals, and manage client relationships personally. The role requires extensive luxury retail leadership, a focus on talent development, and flexibility to work... 

    Tiffany & Co

    Oak Brook, IL
    3 days ago
  • $65k - $95k

     ...customers and the expansion of long-term client relationships. This highly competitive role focuses on...  ...will play a visible role on an elite sales team, helping clients solve meaningful...  ...deliver meaningful business outcomes. Manage opportunities through the entire sales... 
    Local area

    Tusker

    Chicago, IL
    4 days ago
  • $65k - $85k

     ...programs 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 time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    First Chicago Insurance Company (FCIC

    Bedford Park, IL
    2 days ago
  • $185k - $225k

     ...Property & Casualty is a senior level leader responsible for the execution and delivery of the US Claims strategy by developing, managing, and motivating engaged AVPs/Team Mangers. This person combines excellent technical claims handling, people management, and leadership... 
    Permanent employment
    Temporary work
    Work at office

    HICIX Hiscox Insurance Company Inc.

    Chicago, IL
    1 day ago
  •  ...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 time
    Temporary work
    Flexible hours

    Warrior Insurance Network

    Chicago, IL
    11 days ago
  • $100k

    ***We are hiring for Elite AEs in many major U.S. Markets across the United States. This...  ...to be in the field, build real relationships, and do the work required to dominate a...  ...and tailoring solutions to operator needs Manage and dominate a defined territory (roughly... 
    Work at office
    Local area
    Remote work
    Work from home

    SpotHopper

    Chicago, IL
    4 days ago
  • $229k - $343k

     ...operates Snapchat , a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc. , a...  ..., Saturn, and other digital services. We’re looking for a Manager, Client Partner to join Snap Inc! As a Manager, you will manage... 
    Full time
    Live in
    Work at office
    Local area

    Snap Inc.

    Chicago, IL
    2 days ago
  • Warrior Insurance Network in Bedford Park, IL is seeking an experienced Property Damage Supervisor to oversee the claims unit, ensuring productivity, policy language understanding, investigation quality and proper file handling. You will lead adjusters, monitor performance...
    Local area

    Warrior Insurance Network

    Bedford Park, IL
    2 days ago
  •  ...Customer Success Manager Keeper is hiring driven Customer Success Managers to join a high producing team within...  ...skills while expanding and developing client relationships in this pivotal role! Join an elite group of proven performers and highly successful Customer... 
    Contract work
    Temporary work
    Remote work

    Keeper Security

    Chicago, IL
    2 days ago
  •  ...Senior Customer Success Manager Location: Chicago, IL Hybrid, with regular onsite time...  ...and sets the foundation for a long relationship. Causal analysis is only as good as the...  ...trustworthy as the data foundation you build. Elite customers, real stakes: You'll onboard... 
    Remote work

    Alembic Technologies

    Chicago, IL
    4 days ago
  • $180k - $210k

     ...Overview As a Majors Customer Success Manager, you'll play a critical role in guiding...  ...Harvey and defining the future of work at elite law firms, Fortune 500 companies and...  ...product roadmap. What You'll Do Client Relationship Management: Serve as the primary contact... 

    Harvey

    Chicago, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite Wealth Relationship Manager. Be the first to apply!