• Citi Private Bank - UHNW Private Banker…

    Citigroup (Chicago, IL)
    …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
    Citigroup (07/09/25)
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  • Citi Private Bank - UHNW Investment…

    Citigroup (Chicago, IL)
    …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
    Citigroup (07/09/25)
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  • Wealth Strategist

    Bank of America (Chicago, IL)
    …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
    Bank of America (06/12/25)
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  • Senior Wealth Strategist

    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 (07/15/25)
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  • Key Family Wealth Strategist

    KeyBank (Chicago, IL)
    …- Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for...as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with… more
    KeyBank (06/17/25)
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  • Wealth Strategist

    City National Bank (Chicago, IL)
    …expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth ( UHNW **) clients. Helps to attract new prospective clients to CNR by ... Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates...sophisticated wealth planning strategies in areas of interest to UHNW clients. * Submit for peer review all client-facing… more
    City National Bank (07/18/25)
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  • Director of Philanthropy

    BMO Financial Group (Chicago, IL)
    …strategic guidance to High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) individuals, families, and family offices. This role blends technical expertise in ... innovation, and client-centricity. **Qualifications** + 10+ years of experience advising HNW/ UHNW clients on philanthropy, estate planning, or related disciplines. +… more
    BMO Financial Group (07/17/25)
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  • Private Banking Loan Coordinator

    CIBC (Chicago, IL)
    …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 understand high net… more
    CIBC (07/22/25)
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