- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... **Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- JPMorgan Chase (Chicago, IL)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more
- Citigroup (Orland Park, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the… more
- KeyBank (Chicago, IL)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... state specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues by keeping current as to… more
- CIBC (Chicago, IL)
- …Execute strategic asset allocation changes, rebalance portfolios, and implement investment recommendations in collaboration with Senior Relationship Manager. ... We're building a relationship -oriented bank for the modern world. We need...strengths and your ambitions, so you are empowered at work . Our team members have what they need to… more
- PNC (Chicago, IL)
- …Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ... in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...the company's success. As a Financial Advisor within PNC's Wealth Management organization, you may be based in Columbus… more
- Bank of America (Chicago, IL)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- TIAA (Wheaton, IL)
- …goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners ... ** Wealth Advisor** Supported with a robust array of...plans with strong considerations to client challenges. + Tailors investment strategies for clients, identifying objectives and constraints including… more
- BMO Financial Group (Schaumburg, IL)
- …seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net ... Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and… more
- Huntington National Bank (Chicago, IL)
- …hire + At least 5 years of wealth management/financial advisory/sales/ relationship management experience in banking, investment management, or insurance ... Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for...our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds:… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... and/or facilitating services to others in area of specialization. Work and performance of all teams in the area...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- PNC (Naperville, IL)
- …Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ... in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...OPT for this position. **Job Description** + Consults on investment and insurance strategies, as well as the development… more
- Bank of America (Chicago, IL)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Investment -Management-Specialist\_25046508-2) **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- PNC (Chicago, IL)
- …Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management **Competencies** Client ... in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Planned Giving group of… more
- CIBC (Chicago, IL)
- …**2. Investment Recommendation** **s** + Provide a flow of well thought out new investment ideas for our strategies. + Work closely as part of the Equity ... We're building a relationship -oriented bank for the modern world. We need...Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively At CIBC, we… more
- Grant Thornton (Chicago, IL)
- … relationship management. + Strong understanding of private equity investment cycles, portfolio management, and deal execution. + Exceptional communication, ... Grant Thornton is seeking a Relationship Strategy & Enablement Director to join the...company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform… more
- Fifth Third Bank, NA (Chicago, IL)
- …lead and coordinate with One Bank Partners to create and implement a relationship strategy for very large, complex assigned clients and prospects. This position ... risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development + Work independently to identify and develop profitable new "lead left" client… more
- Bank of America (Chicago, IL)
- …Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates ... Sr. Relationship Manager - Global Commercial Banking - Restaurant...and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth.… more
- Fifth Third Bank, NA (Chicago, IL)
- …tools and partnering with the financial center team for referral activity. Work closely with internal sales partners to increase referral opportunities and provide ... needs-based solutions to the customer. Work closely with customers to retain and grow current...customers to retain and grow current and next generation wealth . Responsible and accountable for risk by openly exchanging… more