- 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
- CIBC (Chicago, IL)
- …Client Service , Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private Banking, ... & Support:** Communicate with lenders and Private Banking Client Service team assisting with questions relating to Commercial and...on Excel, Adobe Acrobat, and PowerPoint + You understand high net worth and ultra-… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more
- 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 ... of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains a disciplined approach...and verbal communication skills. + Experience in working with high - net - worth individuals and their financial… more
- BMO Financial Group (Chicago, IL)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... + Experience working across wealth tiers and designing scalable service models is a plus. + Designations such as...recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit… more
- TIAA (Chicago, IL)
- …and how new products and securing clients are marketed within the defined affluent and high net worth market segments and providing thought leadership and ... planning and business succession planning. + Develop a deep understanding of high net - worth clients' needs and solutions. + Accountable for sign-off on… more
- Citigroup (Chicago, IL)
- …professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net ... with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Appropriately assess risk when business decisions… more
- Bank of America (Chicago, IL)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** +… more
- Wells Fargo (Chicago, IL)
- …as well as writing memorandums focused on a borrower's and guarantor's adjusted net worth , leverage, liquidity, and other key risk factors, including cash ... well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality....flows and ability to service debt. + Assist in developing pitches for prospective… more
- 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