UHNW Lending Strategist - Private Banking
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Lending Specialist in Chicago, Illinois, to manage complex borrowing relationships and provide credit solutions to ultra-high net worth clients. The ideal candidate will have a minimum of seven years of experience in credit products and hold necessary FINRA licenses. Key responsibilities include acting as an internal sales leader, collaborating with Bankers to deliver financial solutions, and managing underwriters for credit structuring. A Bachelor's degree and strong knowledge of wealth management are essential. #J-18808-Ljbffr JPMorgan Chase & Co.
$200k
...information, please review .**Private Bankers at Citi develop and deepen... ...to deliver quality Private Bank client relationships (... ...capital markets, and banking & lending* Create sales and marketing strategies... ...Banking having covered the UHNW market / Extensive experience...PrivateFull time$60.5k - $104.5k
...inclusive culture as an integral part of our US Wealth Management Banking and Lending team! As a Banking and Lending Product Support Specialist,... ...to you. What will you do? Support Wealth Management (WM)-US Private Bankers and Private Banking team members to create a first-...PrivateFull timeFlexible hours$58k - $115k
...firm providing a wide range of investment banking, securities, investment management, and wealth... ...part of our culture. We are seeking a Lending Transactor to help grow our Ultra High Net Worth Lending business in the Private Bank that serves clients with a net worth in...PrivateTemporary workLocal areaWorldwide$200k
...Illinois, United StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiThe... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships...PrivateFull timeLocal area$121.9k - $262.1k
Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...Bank. About The Role The Senior Wealth Strategist serves as the primary wealth strategy... ...Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop...PrivateBank staffShift work- Morgan Stanley's Private Bank is seeking a Lending Transactor to deliver Ultra High Net Worth lending solutions, including alternative asset loans (private stock, aircraft, hedge funds, private equity) and unsecured loans. You will partner with Private Bankers and Private...Private
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...the opportunity to take your career to the next level.As a Lending Specialist in the U.S. Private Bank, you will manage our most...PrivateLocal area
$150k - $190k
...BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our Chicago... ...building the Firm's relationships with privately owned businesses and their owners in the... ...structure, capital markets, commercial lending, private equity, corporate governance, and...PrivateFull timeWork at officeLocal area- ...financial planning, investment management, banking and comprehensive advice to a wide range... ...leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs... ...philanthropic planning and private banking and lending services. As client needs evolve, this...PrivateApprenticeship
$209k - $327.9k
...Family Office Strategist – Role Overview We are looking for a senior specialist to expand and deepen our Private Bank’s Family Office business among ultra–high–net–worth families. The... ...of experience serving Family Offices, UHNW clients, institutional investors, or complex...PrivateWork at officeWork from home- Citi is seeking a strategic leader in Chicago for client and business development within the investment management sector. The role demands a minimum of 15 years’ experience, focusing on growing client revenue and implementing tailored wealth management strategies. ...PrivateFull time
- Global Recruiters of Greenwood (GRN) represents a leading private wealth and banking organization in Chicago seeking a Senior Advisor/Director to lead high-net-worth client relationships and coordinate a broad wealth-management team. This role emphasises quarterbacking...Private
- Our client is a leading private wealth and banking organization with a significant presence in Chicago... ..., Private Bankers, Wealth Strategists, and Wealth Analysts to deliver comprehensive... ...coordinating investment, trust, banking, lending, planning, and wealth strategy...PrivateLocal areaRelocation package
$200k
A leading financial services provider is seeking a Private Banker in Chicago, Illinois. The role involves developing client relationships... .... Candidates must have over 15 years of experience in private banking, with strong knowledge of investment and banking products. The...PrivateFull time- ...Management serves the financial needs of private clients, including high net worth individuals... ...technology and resources of a large bank while focusing on providing service-based... ...organizations we work with, and our banking and lending practices. Wintrust Financial Corporation...PrivateTemporary workFlexible hours
- A leading global investment firm is seeking a Private Wealth Advisor in Chicago, Illinois. This role requires 6+ years of experience in... ...expected base salary ranges from $85,000 to $240,000, with bonuses available for active employees. #J-18808-Ljbffr Goldman Sachs Bank AGPrivate
- JPMorgan Chase & Co. in Chicago, IL seeks an Investment Professional in the U.S. Private Bank to support client relationships and assist with daily portfolio management. You will collaborate with a team across markets and functions to deliver high‑quality service to Private...Private
- ...PWM Wealth Strategist At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop and bring new client...PrivateTemporary workWork experience placementLocal area
- Job Description The Merrill Lending Solutions Advisor is a client‑ and... ...efforts, primarily with Private Wealth Advisors and Merrill Financial... ...on Ultra High Net Worth (UHNW) clients. They serve as the first... ...of America) Hours Per Week 40 #J-18808-Ljbffr Bank of AmericaPrivateWork at officeShift workDay shift
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...the opportunity to take your career to the next level. As a Lending Specialist in the U.S. Private Bank, you will manage our most...PrivateLocal area
- ...leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential... ...who work with clients and bankers to guide them in their home lending financing needs. About the US Mortgage Product Team The US Mortgage...PrivateWork at office
- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You...Private
- Us Bank is seeking a PWM Wealth Strategist in Chicago responsible for developing client relationships typically above $10MM net worth. This role involves collaborating with Private Wealth Advisors to address all wealth planning needs, including tax and estate planning while...Private
$275k
...following job description:Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated...PrivateFull timePart timeBank staffShift workDay shift$117k - $158k
Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions... ...to name a fewFamily-friendly work hoursWith 200+ community bank locations, we offer opportunities to grow and develop in your...PrivateFull timeTemporary workWork at officeFlexible hours- Fifth Third Bank is seeking a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (>$15MM). You will partner with Wealth Management Advisors and the Private Bank to lead discovery, develop integrated wealth plans, and support...Private
$125k - $200k
...building a relationship-oriented bank for the modern world. We need... ...What you'll be doing As a Private Banker, you will cultivate new... ...HNW) and ultra-high-net-worth (UHNW) client relationships, providing tailored banking and lending solutions. You will oversee a portfolio...PrivateLocal areaRemote work- ...attorney interested in representing lenders, borrowers, and private equity sponsors in sophisticated debt financing... ...– $260,000Ideal Background1–3 years of debt finance, banking, commercial finance, or secured lending experience gained at a large law firmExperience...PrivateWork at office
- BBH is seeking a Corporate Advisory & Banking Relationship Manager based in Chicago to build... ...multi-generational relationships with privately owned businesses in the Midwest. The... ...services with capital solutions across lending, private equity, and wealth management,...Private
$17 - $29.75 per hour
...through cross-selling, establishing new banking relationships, referring clients to product... ...Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial),... ...experience including client service, deposit, and lending experience. Bankers must demonstrate...Private
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