- 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 ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… 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 ... Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on… 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 ... Tax Manager is responsible for clients receiving proactive communication and timely service + Perform detailed reviews of tax work papers and provision calculations… more
- Wipfli LLP (Chicago, IL)
- …Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services + Research and consult on ... and communicate effectively with the client to provide superior client service + Actively participate in business development efforts to include working… more
- Fifth Third Bank, NA (Springfield, IL)
- …SKILLS AND ABILITIES REQUIRED: + Minimum of 5-7 years of successful high net worth sales and client service experience in financial services and ... 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
- AON (IL)
- …is preferred. + At least 5 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or ... + At least 5 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or equivalent… 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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. **ESSENTIAL… 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 ... for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen...as a Trusted Advisor with experience working directly with high net worth or … more
- Citigroup (Chicago, IL)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... 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 ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
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