- BMO Financial Group (Winnetka, IL)
- …wealth planning for High Net Worth / Ultra High Net Worth ( HNW /UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... their overwall wealth planning needs. Supports the growth and retention of HNW /UHNW client assets through specialized planning solutions that help to broaden the… more
- BMO Financial Group (Chicago, IL)
- …BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) individuals, families, and family ... innovation, and client-centricity. **Qualifications** + 10+ years of experience advising HNW /UHNW clients on philanthropy, estate planning, or related disciplines. +… more
- City National Bank (Chicago, IL)
- …officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... and Wealth Strategist in developing integrated estate and financial plans for U/ HNW clients through partnering with colleagues and COIs. Assist in setting the… more
- Wells Fargo (Oak Brook, IL)
- …in mortgage strategy and business initiative execution for high net worth ( HNW ) and ultra-high net worth (UHNW)segments **Job Expectations:** + Specific compliance ... policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be… more
- BMO Financial Group (Winnetka, IL)
- …education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is ... preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and capabilities. + Seasoned professional with a combination of education, experience and industry knowledge. + Verbal & written… more
- CIBC (Chicago, IL)
- …years of experience within the financial services industry, ideally with experience supporting HNW and UHNW clients. + You have experience with loan processing and ... are familiar with loan documentation. + You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. + You are proficient in Microsoft Office with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint + You… more
- Wipfli LLP (Chicago, IL)
- …degree in Accounting + Active CPA license + 10+ years of experience in HNW tax planning, compliance, and consulting in public accounting + Deep understanding of ... estate, gift, and trust tax laws and their application. + Experience with advanced estate planning including reviewing and summarizing legal documents (not drafting) associated with estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and… more
- Tiffany & Co. (Chicago, IL)
- …with market Client Relations leaders to develop and execute effective outreach for HNW clients. + Partner with Regional Client Relations teams to better understand ... local asks to proactively propose methods, tools and assets better answer their needs. + Partners with merchandising and Zone High Jewelry teams to meet and exceed client needs and expectations as it relates to HJ assortment. **Developing a community of High… more
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