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- 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$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...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$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$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$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- 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
- Nbutexas, a dynamic and fast-growing RIA with over $40B AUM, is seeking a SR. CLIENT DEVELOPMENT MANAGER. In this role, you will make an immediate impact by developing new business for the private wealth group. The ideal candidate will have a demonstrated history of success...SeniorImmediate start
$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$85k - $240k
...guiding ultra-high net worth families in financial planning and wealth management. You will create tailored financial strategies, manage... ..., and collaborate with various professionals to enhance client outcomes. The ideal candidate will have a strong educational background...SeniorWork at office- ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Chicago to deliver outstanding client service and operational support to... ...and communications to enhance the client experience in wealth management. The ideal candidate has 2+ years of experience, strong...Hourly pay
$60k - $85k
Corient Services LLC in Chicago seeks a professional to manage client interactions and support within our wealth management platform. The role requires effective communication skills, attention to detail, and a background in customer service. Qualified candidates should...- Old National Bank is seeking a Client Service Specialist to provide essential support to Wealth Advisors and Trust Officers in Chicago, Illinois. This role involves handling client inquiries, maintaining accurate records, and facilitating new account openings while ensuring...
$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- ...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
- 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
- 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
$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- ...Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing...SeniorLocal areaFlexible hours
$90k - $95k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your... ...solutions. As the Client Banking Specialist, you will be responsible for a portfolio... ...engagement with our business partners, including senior management.You understand that success...SeniorRemote work- 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. The CFM team manages...SeniorWork at office
$82k
...business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling... ...allow our clients to thrive. What You'll Do As a Client Program Senior Specialist, you will support and manage the execution of BCG U client...SeniorWork at officeLocal area- ...A leading financial institution in Chicago is seeking an experienced Senior Portfolio Advisor II who will manage complex investment accounts for high net worth clients. The successful candidate will leverage over 12 years of investment management experience to drive new...Senior
$76k - $125.3k
...country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ...compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...delivering tax compliance and consulting work for clients. The objective is to work alongside...SeniorSummer holidayWork at officeLocal areaFlexible 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- ...New Client Investment Specialist At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a New Client...Work at officeRemote workMonday to Friday3 days per week
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