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
- 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
- BMO Financial Group in Chicago is seeking a senior wealth planning advisor to deliver specialized planning for HNW/UHNW clients, partnering with Private Bankers, Investment Counsellors, and Advisors to offer comprehensive wealth guidance. You will develop detailed financial...Senior
- RBC is seeking a Senior Associate Wealth Strategist to advance wealth transfer planning within the client experience for HNW and UHNW clients in the United States. You will work with external Wealth Strategists and Financial Advisors to ensure a coordinated, compliant,...Senior
- ...Investments, Banking, Lending, and WP&A product specialists. The role emphasizes problem solving,... ...bring a Bachelor's degree and 3+ years in wealth management, with strong communication and teamwork skills to support a high-touch client-first #J-18808-Ljbffr JPMorganChaseSenior
- Associated Bank seeks a Senior Wealth Planner to work with high-net-worth individuals, business owners, and executives to craft sophisticated planning strategies and deepen client relationships. You will partner with wealth advisors and cross-bank professionals to drive...Senior
- U.S. Bank is seeking a senior wealth management professional to retain and grow relationships with medium to large high-net-worth clients. You will assemble a team of Banking, Trust and Investment professionals to meet and exceed client needs, delivering expert guidance...Senior
- ...services firm is seeking a Managing Director of Wealth Transfer Strategy to serve ultra-high-net-worth clients. The successful candidate will provide advanced... ...collaborating with advisors, and mentoring a team of specialists. Ideal candidates will hold a JD, have over 10...Senior
$75k - $100k
Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client financial information, prepare plans, and develop preliminary recommendations for review with Wealth Strategist. The role requires 3-5 years of wealth management...Senior- Cypress HCM in Chicago, IL seeks an experienced Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering goals-based investment and financial planning strategies. You will act as trusted advisor, assess client circumstances, coordinate with...Senior
- Wintrust Wealth Management is seeking a Client Portfolio Manager to partner with private bankers, financial advisors, and trust officers to deliver tailored portfolio solutions aligned with client objectives. The role focuses on constructing, managing, and monitoring client...Senior
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth... ...on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis on client experience and relationship growth. The position...Senior
- Goldman Sachs in Chicago seeks a Private Wealth Advisor to build and manage a client-centered business within PWM, delivering holistic wealth-management strategies and leveraging the firm's global platform. You will cultivate client relationships, partner with internal...Senior
$102k - $208k
A leading financial institution in Chicago is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver comprehensive wealth plans. The ideal candidate has over 5 years of experience in wealth management and strong communication...SeniorFull timeFlexible hours- Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and collaborate to develop comprehensive financial...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$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...- Northern Trust is seeking a Client Service Rep in Wealth Management to handle client servicing tasks such as wires, transfers, bill payments, and account maintenance from Chicago, IL. The role requires strong analytical and organizational skills and adherence to risk and...
- 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
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces...
$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$74k - $117k
Chapman and Cutler LLP is seeking a motivated Senior Client Accounts Specialist to join the Financial Management Department. The Senior Client Accounts Specialist oversees the life cycle of the billing and collections cycle for designated portfolios of client matters. The...SeniorWork at officeRemote 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. 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- Mercer, a Marsh business, is seeking a Senior Investment Consultant to advise institutional clients on investment objectives, asset allocation, and manager selection. You will present market updates to committees, develop portfolio recommendations for large client bases...Senior
$110k - $180k
...Tax Manager in Chicago, IL, to oversee tax planning and compliance for ultra-high net worth individuals. The role includes direct client engagement, team supervision, and ensuring innovative tax solutions. The ideal candidate has over 8 years of experience in tax compliance...Senior$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...Senior- Thompson Coburn LLP in Chicago seeks an attorney with 9+ years of estate planning experience to join the Private Client practice group. The ideal candidate will have a strong tax-focused trusts and estates practice, advising high-net-worth individuals, families, family...SeniorPrivate practice
$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor based in Chicago, IL, to manage investment activities for high net worth clients. The role involves developing tailored investment strategies and working closely with clients and client-facing teams to ensure their objectives...Senior- Hightower is seeking a Senior Trust Officer in Chicago to administer trust accounts and cultivate relationships with clients and advisors. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels through research and timely responses...Senior
- ECG Resources, Inc. in Chicago seeks a hands-on Senior Wealth Planner to help family members across generations make thoughtful financial decisions and understand their wealth. You will develop and present comprehensive plans, integrating trusts, gifting, estate planning...SeniorWork at office
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