• Key Private Bank Associate Relationship Manager

    KeyBank (Chicago, IL)
    …goals. The ARM works to identify growth opportunities in an existing book of high - net - worth clients or through dedicated internal referral channels to ... excellent written and verbal communication skills. + Experience in working with high - net - worth individuals and their financial issues preferred. + Experience… more
    KeyBank (06/03/25)
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  • Wealth Strategist

    Bank of America (Chicago, IL)
    …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national… more
    Bank of America (06/12/25)
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  • Fifth Third Wealth Advisors, Relationship Manager

    Fifth Third Bank, NA (Springfield, IL)
    …MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial ... an active pipeline (30, 60, 90 days) for qualified prospects. + Responsible for net AUM and revenue growth. + Initiate and direct the preparation of marketing and… more
    Fifth Third Bank, NA (07/29/25)
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  • Manager, Portfolio Margin Risk

    Charles Schwab (Chicago, IL)
    … high -stakes environments **Preferred Qualifications:** + Experience managing risk in high - net - worth client accounts or institutional trading portfolios + ... to join our Portfolio Margin Risk Team within Margin Services. This high -stakes team manages risk in the firm's portfolio margin accounts-accounts that are… more
    Charles Schwab (08/01/25)
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  • Midwest Zonal Manager - Environmental

    AIG (Chicago, IL)
    …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... underwriting staff in the zone. What you'll need to succeedLeadership Skills: + High level of personal integrity. + Analytical, proactive, and communicative. + … more
    AIG (07/25/25)
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  • Private Mortgage Banker (Safe)

    Wells Fargo (Chicago, IL)
    …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide...and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage… more
    Wells Fargo (06/17/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Chicago, IL)
    …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
    City National Bank (07/18/25)
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  • Partnership Taxation Senior Associate

    Grant Thornton (Chicago, IL)
    …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your...thrive in your role to meet client needs, deliver high -value solutions, and help you achieve more, confidently. Your… more
    Grant Thornton (07/12/25)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Oakbrook Terrace, IL)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (07/11/25)
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  • Wealth Relationship Manager SAFE Act - Oak Park

    Citigroup (River Forest, IL)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
    Citigroup (06/20/25)
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