- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- Wipfli LLP (Chicago, IL)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and/or tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda… more
- Wipfli LLP (Naperville, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Chicago, IL)
- …Responsibilities: + Responsible for managing and coordinating tax compliance and advisory work for clients + Review Individual, Trust, and Estate tax returns + Lead ... client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on technical matters and special projects + Proactively build relationships and communicate effectively with… more
- Truist (Chicago, IL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... integrated delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a… more
- Wells Fargo (Chicago, IL)
- …address clients' unique needs and aspirations. Provides support to WIM in providing services to affluent, high net worth and ultra- high net worth ... and most complex, custom credit solutions to existing and new clients across the high net worth and ultra- high net worth segments. Develops… more
- AON (IL)
- …Executive/Broker III who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual ... III who is responsible for the day-to-day account management and broking of high net worth personal insurance programs. This is a virtual position based… more
- KeyBank (Chicago, IL)
- …generation REQUIRED QUALIFICATIONS * Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required ... and profitability * Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals * Expert management… more
- Citigroup (Chicago, IL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Swansea, IL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more