Senior Wealth Portfolio Advisor for UHNW Clients
$164.6k - $288kNorthern Trust Company
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 to business growth and executes tailored investment strategies. A comprehensive benefits package and a lucrative salary range of $164,600 to $288,000 are included. Preferred qualifications include an MBA or similar certification. #J-18808-Ljbffr Northern Trust
$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$114.5k - $194.7k
Northern Trust is seeking a Portfolio Advisor in Chicago to manage investment activities for high net worth and ultra-high net worth clients. The position requires 6 to 8 years of investment experience and a strong knowledge of portfolio management. A CFA designation is...Suggested$99.6k - $169.2k
Northern Trust, based in Chicago, is seeking a Portfolio Banker to manage and enhance client relationships in credit and deposit services. The role involves acting as a trusted advisor to clients, developing relationships, and identifying new business opportunities. Ideal...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
$114.5k - $194.7k
CFA Institute is seeking a Portfolio Advisor for Wealth Management in Chicago, IL. The role involves managing investment activities for high net worth clients, developing tailored investment strategies, and analyzing overall portfolio performance. Ideal candidates will...Suggested$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$85k - $110k
A financial services institute is seeking a Portfolio Manager II for its Chicago location. This role involves managing client credit exposures, underwriting credit requests, and ensuring compliance with credit policies. The ideal candidate will have 5-10 years' experience...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
$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 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
$74k - $138k
A leading financial institution in Illinois seeks an experienced relationship manager to provide advisory-based sales and client solutions. You will develop business strategies, manage client relationships, and collaborate with experts to enhance service delivery. Ideal...Senior$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$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- ...Senior Wealth Advisor SAFE Act Working at Citi is far more than just a job. A career with us means... ...services to an Ultra high net worth client base in the United States. Manage... ...advise the effects on the investors' portfolios Recommend changes to the investors'...Senior
- 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...Senior
$72k - $145k
...opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax... ...looking to hire four wealth advisors to work with our existing... ...Prepare and present to clients portfolio reviews, economic outlooks,...Interim roleWork at officeFlexible hours- A prominent wealth management firm seeks a Financial Advisor for its Chicago office. The role focuses on managing client relationships, portfolio management, and assisting a Senior Financial Advisor. Candidates should have 4-10 years of experience in wealth management,...SeniorWork at officeRemote work
$47.52k
...financial services firm based in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and investment... ...Advisor position and emphasizes relationship management over portfolio management. The ideal candidate will possess strong client acquisition...$96.5k - $207.5k
Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Chicago. The ideal candidate will manage a complex portfolio of commercial clients, review and recommend credit decisions, and collaborate closely with analysts and relationship managers. This role requires...Senior- Fifth Third Bank is seeking a Commercial Senior Portfolio Manager in Chicago, Illinois to oversee a diverse portfolio of commercial real estate... ..., you will manage credit structures and engage directly with clients while ensuring compliance with lending policies. Applicants...Senior
$69k - $127.8k
...information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy-compliant credit recommendations while leading projects and initiatives focused on enhancing credit quality,...SeniorContract workPart timeWork experience placementLocal area$200k - $250k
...the country, Mesirow serves clients through capabilities spanning... ...discretionary client assets. Portfolios are invested primarily in high... ...determined collaboratively by senior members of the investment... ...client tax, estate, and business advisors Support multi-generational...Senior$96.5k - $207.5k
...Commercial Senior Portfolio Manager Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to... ...Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess...SeniorWork at office$88.8k - $165.6k
A leading financial institution is seeking a Portfolio Manager specializing in Commercial Real Estate in Chicago, IL. This role involves... ...credit decisions, conducting financial analysis, and overseeing client interactions to meet customer needs effectively. The ideal...Senior$96.5k - $207.5k
...in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Portfolio Manager will work with the Tax Credit Lending team and will have... ...and proactive monitoring of the business. This role includes client interaction, managing portfolio risk, and adhering to policy...Senior$195.6k - $299.92k
Morningstar Credit Ratings, LLC in Chicago is looking for an experienced Portfolio Manager to join their Select Equities team. This role will... ...experience. The successful candidate will communicate with clients and be involved in rigorous company research and portfolio...Senior$69k - $127.8k
...information to support lending decisions for new and existing commercial banking loans and credit solutions within an assigned client portfolio. Deliver policy‑compliant credit recommendations while leading projects and initiatives focused on enhancing credit quality,...SeniorPart timeWork experience placement- ...NA in Chicago is looking for a candidate to manage and grow a portfolio of complex private banking and commercial relationships. The position... ...and risk management skills to ensure credit quality and client satisfaction. You will be expected to work 2-3 days per week on...Senior2 days per week3 days per week
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