Senior Wealth Client Specialist for UHNW Clients
JPMorganChase
JPMorganChase is seeking a Client Specialist in Chicago to focus on high net worth clients’ wealth needs. This role involves marketing and selling wealth management services and collaborating with a team for client engagement. Candidates should have 7+ years in the industry, relevant licenses, and a proven ability to work autonomously with excellent communication skills. The position offers competitive rewards, health care benefits, and a commitment to diversity and inclusion. #J-18808-Ljbffr JPMorganChase
$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...Senior$85k - $240k
A leading financial services firm in Chicago is seeking a Private Wealth Advisor to build and manage client relationships. The role requires over 6 years of experience in wealth management and strong client-focused skills. The ideal candidate will demonstrate entrepreneurial...Senior- A leading financial institution is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and provide exceptional fiduciary services... ...understanding of fiduciary standards and UHNW client management. Leadership skills and the...Senior
$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 investment management experience and a strong ability to forge relationships. The advisor contributes...Senior- A leading financial institution in Chicago seeks an experienced Client Manager to drive business growth and manage client relationships. The successful candidate will have over 12 years in private banking, exceptional interpersonal skills, and the ability to influence...Senior
$57.5k - $106.5k
BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Senior$147k - $260k
JPMorgan Chase seeks a Client Specialist in Chicago to address the wealth needs of High Net Worth and Ultra High Net Worth clients. This role involves marketing wealth management services and generating new business alongside wealth advisors. Candidates need licenses (...Senior$114.5k - $194.7k
Northern Trust Corp in Chicago is seeking a Portfolio Advisor for Wealth Management with 6 to 8 years of investment experience focused on high net worth clients. The role involves managing investments, developing strategies to meet client objectives, and collaborating...Senior$74k - $100k
A financial institution is seeking a Wealth Advisor II in Chicago. This role involves serving as the primary contact for Wealth clients, managing financial relationships, and developing tailored investment strategies. Applicants should have at least five years of experience...Senior$164.6k - $288k
A leading financial institution in Chicago is seeking a Senior Relationship/Trust Advisor to manage complex wealth management client relationships and deliver high-quality fiduciary services. Candidates should have 12-15 years of experience in trust or estate administration...Senior- A major financial service provider is seeking a senior professional to lead business development efforts and manage client relationships. The ideal candidate will demonstrate expertise in wealth management, possessing 7+ years of experience and a post-secondary degree....Senior
- Judson Group is seeking a Senior Client Advisor - Wealth Management in Chicago, IL. This role involves serving as the primary advisor for High-Net-Worth clients, delivering personalized financial planning strategies. Candidates should possess at least a Bachelor's degree...Senior
- ...develop and execute a business development strategy to enhance client experiences and manage high-net-worth relationships. This position... ...Financial Planner with at least 7 years of experience in wealth management. A competitive salary package and various benefits are...Senior
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Chicago, Illinois. This role involves providing personalized financial advice and managing client portfolios within a collaborative team environment. Key qualifications include a Bachelor’s degree and...SeniorWork at office
$102k - $190k
A prominent financial institution is seeking a seasoned professional to manage client relationships and deliver exceptional wealth management solutions. The ideal candidate will have over 7 years of relevant experience, expertise in advisory-based sales, and a deep understanding...Senior$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 should...Senior$120k
A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services to Ultra High Net Worth clients. Ideal candidates will have 6 to 10 years of experience, strong communication skills, and relevant...Senior$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...SeniorWork at officeFlexible hours- A financial services institution in Chicago is seeking a PWM Private Wealth Advisor to oversee high net worth client relationships. You will be responsible for building a team of professionals to cater to clients’ needs while offering expert advice in wealth management....SeniorFull time
$125k - $160k
A global asset management firm is seeking a VP, Wealth Advisor in Chicago to serve as the primary contact for Wealth Management clients. The role entails building client relationships, providing investment recommendations, and coordinating Wealth Management services. The...Senior$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...Senior$78.08k - $117.12k
A leading financial institution is seeking a Wealth Relationship Manager in Chicago, Illinois. The role requires building relationships with affluent clients, understanding their financial needs, and providing comprehensive solutions. Applicants should have a bachelor'...SeniorFull time$75k - $85k
The Mather Group is seeking a Senior Client Services Associate in Chicago, IL. The role requires 3-5 years of experience in a Client Service Associate role at an RIA firm. Responsibilities include managing client interactions, ensuring timely responses to inquiries, and...SeniorFull timeWork at office- A logistics company in La Grange, IL is seeking a Client Services Representative. This role involves responding to client inquiries, resolving complaints, and managing order issues. Applicants should have a High School Diploma or GED and 2-4 years of client service experience...SeniorWorldwide
- ...leading financial services provider based in Chicago seeks an experienced professional to deliver exceptional customer service to clients. The role involves answering inquiries, assisting with complex orders, and referring clients to advisors. Candidates should have at...Senior
- A leading logistics company in the US is hiring a Sr. Client Service Specialist for the third shift. The role involves responding to customer inquiries and complaints, resolving issues related to orders and services, and maintaining quality throughout client interactions...SeniorWorldwideShift workNight shift
$60k - $80k
Focus Partners Wealth seeks a Client Service Specialist in Chicago to deliver exceptional service to advisory teams and clients. The role involves managing operational requests and requires 3+ years in the RIA industry, familiarity with custodians like Charles Schwab,...$60k - $85k
A wealth management firm is seeking a Client Service Specialist in Chicago to serve as the main point of contact for clients. Responsibilities include coordinating client requests, scheduling meetings, and managing client documentation through systems like Salesforce. Ideal...- Responsibilities The candidate will join the Client Facing Middle Office (CFM) Team. The CFM team handles middle and back‑office functions for the PSC business lines, which include prime services, commodity clearing and global execution services. Reference 260007WT. Execution...SeniorWork at office
$86k
Client Program Senior Specialist - BCG U - Chicago, United States of America Locations : Boston | Chicago What You’ll Do As a Client Program Senior Specialist, you will support and manage the execution of BCG U client upskilling programs, ensuring successful delivery,...SeniorWork at officeLocal area
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