- US Bank (Chicago, IL)
- …you excel at-all from Day One. **Job Description** Private Wealth Management ( PWM ) Universal Assistant is a service and support representative functioning as the ... primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and US Bank. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution,… more
- US Bank (Chicago, IL)
- …you excel at-all from Day One. **Job Description** Private Wealth Management ( PWM ) Private Banking is responsible for developing, managing, and retaining full ... service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance… more
- Bank of America (Chicago, IL)
- …their goals. This is a highly visible position within Merrill Private Wealth Management ( PWM ) that works closely with Merrill advisors and PWM management in the ... assigned territories. The role partners with Merrill Advisors in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement customized planning strategies… more
- Bank of America (Chicago, IL)
- …for fiduciary business acceptance in Region and assisting with training of PWM on fiduciary issues, responsible for publication of Practical Drafting, quarterly ... estate planning/tax and fiduciary technical publication, provide line support in the form of technical expertise to Legal on fiduciary related projects, responsible for assisting in setting, drafting and implementing fiduciary policies across lines of… more
- Citigroup (Arlington Heights, IL)
- …in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery ... and profiling skills + Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations and provide investment advice… more