Senior Portfolio Advisor II UHNW Wealth Management
Northern Trust Company
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 business growth and provide tailored investment strategies. A strong background in sales and negotiations is essential, along with technical expertise in a broad range of investment solutions. Join a collaborative team with a commitment to excellence and innovation. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Advisor II UHNW Wealth Management in Chicago, IL vacancy
$164.6k - $288k
...Senior Portfolio Advisor II page is loaded## Senior Portfolio Advisor IIlocations... ...ADVISOR, II**OH: R152404Position manages a set of fee-producing... ...Investment and Goals Driven Wealth Management Practices, their... ...in Wealth Management for UHNW clients.* Technical expertise...SeniorWork experience placementLocal areaFlexible hoursNorthern Trust
Chicago, IL3 days ago$164.6k - $288k
SENIOR PORTFOLIO ADVISOR II, WEALTH MANAGEMENT OH: R152404 Position manages a set of fee‑producing investment accounts, generally for large and sensitive... ...as a Senior Portfolio Advisor in Wealth Management for UHNW clients. Technical expertise with a broad range of investment...SeniorH1bLocal area$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$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... ...a strong understanding of fiduciary standards and UHNW client management. Leadership skills and 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$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...$200k - $250k
...Mesirow in Chicago is seeking a Senior Portfolio Manager to manage discretionary client portfolios and build strong relationships with high-net-worth clients. The role demands a minimum of 10 years experience in portfolio management, expertise in tax-efficient investing...SeniorMesirow
Chicago, IL2 days ago$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- Fifth Third Bank is seeking a Wealth Management Advisor II located in Chicago, Illinois. This role involves serving as a trusted advisor to Private Bank clients while ensuring high standards of service delivery. The ideal candidate will have over 8 years of experience...Senior
- 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
$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...SeniorWintrust Financial
Chicago, IL3 days ago$96.5k - $207.5k
...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions... ..., and/or Non-Bank Finance companies. Portfolio Manager II role will accept less experience. Financial Institutions, primarily...SeniorWork at officeFifth Third Bank, N.A.
Chicago, IL3 days ago$85k - $110k
...Portfolio Manager II, Private Client page is loaded## Portfolio Manager II, Private Clientlocations: Chicago, ILtime type: Full timeposted on... ...provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine...Temporary workBank staffWork at officeFlexible hoursWintrust Financial
Chicago, IL3 days ago$98.4k - $199k
Senior PM Portfolio Manager Job Locations US-IL-Chicago Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2026-19463... ...business development efforts with Wealth Advisors, Trust Officers and other relationship...SeniorFull timeWork experience placementWork at officeLocal areaOld National Bank
Chicago, IL5 days ago$85k - $240k
The Goldman Sachs Group in Chicago is seeking a Family Office Advisor responsible for guiding ultra-high net worth families in financial planning and wealth management. You will create tailored financial strategies, manage relationships, and collaborate with various professionals...SeniorWork at office$121.9k - $262.1k
Fifth Third in Chicago is seeking a Wealth Management Advisor II. The ideal candidate will serve as a trusted advisor to clients, ensuring the delivery of an exceptional Private Bank experience. You will cultivate new client opportunities, maintain client relationships...$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...$52k - $96k
...A prominent wealth management firm in Chicago is seeking a Senior Investment Manager responsible for defining and leading investment management philosophy. This role requires strong communication skills and a minimum of 10 years of experience in specialist-level responsibilities...SeniorNational Black MBA Association
Chicago, IL2 days ago$120k
...A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services... ...certifications such as FINRA Series 7. The role involves managing client accounts and analyzing economic trends to guide...SeniorPowerToFly
Chicago, IL2 days ago$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...SeniorHispanic Alliance for Career Enhancement
Chicago, IL3 days ago$85k - $110k
...provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank... ...Responsibilities: • Underwrite existing LIHTC debt and equity portfolio credit approvals for renewals and other Credit requests...Temporary workFlexible hoursWintrust
Chicago, IL7 days ago$82.1k - $172.5k
...Fifth Third Bank. GENERAL FUNCTION: A Portfolio Manager will have primary responsibility for... ...performance reports and presentations for senior management, providing strategic insights... ...and meet deadlines. Portfolio Manager II - Metals, Materials & Construction...Fifth Third Bank, N.A.
Chicago, IL7 days ago- 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
- Bankers Life in Chicago, IL, is seeking a full-time Wealth Management Advisor to work closely with clients in identifying their financial goals and developing tailored financial strategies. This role emphasizes strong client relationships and offers expert guidance on investments...SeniorFull time
- ...Children’s Research Fund in Chicago is seeking a Sr. Research Financial Portfolio Manager to oversee financial data management and advisement for principal investigators. This role requires strong proficiency in grant management and regulatory compliance, with past experience...Senior
Children's Research Fund
Chicago, IL3 days ago $77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...lead the way as technology-enabled tax advisors who provide benefits through digitization... ...automation, and increased efficiencies. As a Senior Associate you analyze complex problems,...SeniorFull timeH1bPwC
Chicago, IL4 days ago$124k - $335k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...& Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients...SeniorFull timeH1bPwC
Chicago, IL4 days ago- ...The Merrill Lending Solutions Advisor is a client‑ and advisor‑... ...lending solutions across Merrill Wealth Management. Lending Solutions Advisors... ...on Ultra High Net Worth (UHNW) clients. They serve as the... ...Covers a credit and derivative portfolio that will generally be...Work at officeShift workDay shift
$200k - $250k
...Mesirow Financial Services, managing approximately $1.5 billion in... ...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...SeniorMesirow
Chicago, IL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Advisor II UHNW Wealth Management. Be the first to apply!
Related searches
- information technology business consultant Chicago, IL
- new business specialist Chicago, IL
- business operations associate Chicago, IL
- business associate Chicago, IL
- business process consultant Chicago, IL
- change management consultant Chicago, IL
- management advisor Chicago, IL
- entry level management consultant Chicago, IL
- business systems specialist Chicago, IL
- program management consultant Chicago, IL