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 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 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
- 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- ...Group is seeking a Managing Director of Wealth Transfer Strategy in Chicago, IL, to deliver... ...strategies to ultra-high-net-worth clients. The role involves collaborating with internal... ...strong analytical background. This is a senior leadership role focusing on client interaction...Senior
- ...Goldman Sachs is seeking an experienced Private Wealth Advisor to provide comprehensive wealth management plans for ultra high net worth clients. You will build and nurture client relationships, offer tailored advice, and deliver exceptional service while adhering to...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- Northern Trust in Chicago seeks a Senior Wealth Strategist to lead client development in wealth management. This role requires a proven sales background and strong relationships with ultra-high net worth clients. You will strategize on business development, engaging clients...Senior
- ...Advisor in Chicago, IL, responsible for managing investment activities for high net worth clients. The ideal candidate will have a minimum of 6 to 8 years of experience in wealth management and hold a CFA designation. This role involves analyzing investment strategies,...Senior
- Selby Jennings is seeking a Client Relationship Manager to act as the primary liaison for ultra-high-net-worth families and institutional... ...The ideal candidate must possess over 7 years of experience in wealth management, showcasing strong relationship management skills and...Senior
$74.2k - $126.2k
Northern Trust is seeking a Senior Associate in Wealth Strategies for the Chicago office. This critical role involves supporting Wealth Strategists across various sales processes, including client communications and onboarding, while ensuring a deep understanding of investment...SeniorWork at office- ...assigned region. The ideal candidate will have significant experience in managing client relationships and advising high-net-worth clients. The position requires a strong knowledge of wealth management and provides opportunities for professional growth through a...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
$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$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$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- ...professional to act as a primary Relationship Manager, overseeing client needs while identifying growth opportunities. The candidate will... ...or Certified Financial Planner certification, and expertise in wealth management. The role includes developing sales strategies,...Senior
- ...Business Development Manager to execute strategies, manage relationships with high-net-worth clients, and drive business growth. This role requires 5-7 years of experience in wealth management and a strong understanding of the financial industry. Ideal candidates will...Senior
- ...ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Chicago to deliver outstanding client service and operational support... ...onboarding and communications to enhance the client experience in wealth management. The ideal candidate has 2+ years of experience,...Hourly pay
$25 - $44 per hour
Bank of America is looking for a Client Service Associate to join its Merrill Wealth Management team in Chicago. This role involves delivering exceptional service to clients and supporting Financial Advisors with their needs. Candidates should possess strong communication...Hourly pay- ...seeking a candidate to provide support and product expertise for the BMO Family Office, focusing on wealth advisors and relationship managers. The role involves client relationship management, supporting business development efforts, and ensuring exceptional client experiences...Work at office
- Charles Schwab is looking for a candidate to resolve margin-related matters for internal and external clients. Responsibilities include monitoring margin calls, managing debit balances, and applying industry rules. Required qualifications are Series 7 and 63 licenses, along...Senior
- Lyric National in Lincolnwood, IL, is seeking a motivated Client Care Specialist to join our call center team. You will serve as a primary point of contact for residents, families, and healthcare providers, resolving inquiries with empathy and professionalism. The ideal...Senior
- Northern Trust Corp is seeking a Consultant for Client Trade Operations in Chicago, IL. This role involves supporting Portfolio Management & Trading, ensuring accuracy in cash flow data, and managing trade requests. Successful candidates will demonstrate strong communication...Senior
$84.6k - $122.7k
...combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...our team as we help shape a brighter way forward. Senior Client Delivery Specialist JLL Technologies | North America | Full-Time About...SeniorDaily paidFull timeLocal areaRemote workFlexible hours$154k - $219k
...the ordinary, working with extraordinary clients spanning every industry, regardless of their... ...the story of your success! The Role Senior Managers in our Private Client Services (... ...to learn more about legislative changes, wealth transfer techniques, charitable giving strategies...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- 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
$114.5k - $194.7k
Northern Trust Corp is seeking a Portfolio Advisor in Chicago to manage investments for high net worth clients. The role involves analyzing strategies, working with a collaborative team, and executing on investment objectives. A minimum of 6 to 8 years of investment experience...Senior- Northern Trust Corp is seeking a Senior Relationship Advisor to manage complex wealth management client relationships in Chicago. This role requires extensive experience... ...high net worth (HNW) and ultra-high net worth (UHNW) client portfolios. The successful candidate...Senior
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