• Account Executive/Broker III - Personal Lines

    AON (Chicago, IL)
    …CPCU, CIC, CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal ... CPRM, CPRIA, AFIS, ARM or CAPI + 5+ years of High Net Worth client service experience + Insurance industry experience (preferably personal lines)… more
    AON (09/30/25)
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  • Sales Executive - Personal Lines / High…

    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
    World Insurance Associates, LLC. (10/01/25)
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  • Senior Manager/Director, Tax - High…

    Wipfli LLP (Lincolnshire, 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 (09/16/25)
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  • Tax Manager - High Net Worth

    Wipfli LLP (Lincolnshire, 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 (07/19/25)
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  • Client Service Advisor

    CIBC (Chicago, IL)
    …work closely with our Private Bankers to deliver a full- service experience to our high - net - worth clients. As a Client Service Advisor, you'll foster ... be remote._ **How you'll Succeed** + **Client engagement** - Deliver superior service by maintaining active account files, preparing reports and presentations, and… more
    CIBC (09/26/25)
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  • Key Family Wealth Strategist

    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
    KeyBank (09/04/25)
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  • Relationship Manager / Senior Relationship Manager

    CIBC (Chicago, IL)
    …**Senior Relationship Manager** , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + **Expand your portfolio:** Acquire new high - net - worth clients with complex financial needs by engaging… more
    CIBC (08/11/25)
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  • Citi Private Bank - UHNW Investment Counselor…

    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
    Citigroup (07/09/25)
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  • Private Bank Wealth Advisor III

    Huntington National Bank (Chicago, IL)
    …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships...and life insurance licenses. + Demonstrated success working with high net worth clients. +… more
    Huntington National Bank (08/21/25)
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  • Private Wealth Services Tax Manager

    Grant Thornton (Chicago, IL)
    …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From day...+ Providing tax planning and consulting to our firm's high net worth clients for… more
    Grant Thornton (09/28/25)
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