- City National Bank (Chicago, IL)
- …team. * Enhance existing relationships and reduce attrition by participating in designing integrated wealth plans that enhance the value that banking colleagues ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and...process of implementing the solutions. In collaboration with the Wealth Strategist team analyze client 's current situation,… more
- Bank of America (Chicago, IL)
- …individual with exceptional interpersonal skills * A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... Private Client Advisor II Chicago, Illinois **To proceed with...for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities,… more
- JPMorgan Chase (Chicago, IL)
- …pipeline management, follow-up items/activities, etc.** + **Engage with bankers for effective client engagement from point-of-sale through the duration of the ... JP Morgan Asset & Wealth Management, is a global leader in investment...client relationship.** + **Partners with Client Advisor to ensure a collaborative and … more
- Nuveen Investments (Chicago, IL)
- …set of responsibilities. Their key duties include: + Client Engagement : Maintaining relationships with internal institutional and wealth sales channels, ... Collateralized Loan Obligation (CLO) Client Portfolio Managers (CPM) plays a vital role...Funds. They are embedded in and serve as an integrated member of Nuveen's Structured Credit team that has… more
- CIBC (Chicago, IL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) CIBC US Region is focused on deepening client relationships by delivering a full range of financial products ... the US Region. The group provides business strategy and integrated financial services to clients. Being in line with...line with CIBC's core purpose: to help make our client 's ambitions a reality, the CIBC US offer focuses… more