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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Due to the complexity of this portfolio, experience in working with ultra-high net worth (UHNW) clients is preferred. The Senior Trust Advisor role manages complex wealth management client relationships usually in excess of $20 million in MV and delivers high quality fiduciary and administrative services.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients.
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This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters.
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5+ plus years financial services experience working with ultra-high net worth clients. Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience managing the administrative and private banking needs for high net worth and ultra-high net worth clientele.
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The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan.
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As a Tax Senior Manager, you will be responsible for the following, which are focused around your technical expertise and ability to work as a collaborative team member to deliver excellent client service:Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitable and retirement planning, and tax complianceLead the engagement team focused on individual, fiduciary, gift, generation skipping and estate taxation.
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We work closely with private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, high-net-worth individuals and families, as well as financial advisors.
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As a Private Bank Lending Attorney - Vice President, Assistant General Counsel in our Private Bank Credit Legal team, you will be part of a team that supports multiple geographic segments, ultra-high and high net worth client distribution channels and lending products, our internal document preparation team and customer-facing Lending Specialists, Credit Risk executives and underwriters, and loan operations partners, with respect to commercial and wealth management lending transactions.
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Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.
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You will be preparing and reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client.
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The Wealth Planning Specialist is responsible for reviewing and summarizing financial plans and trust and estate planning documents in support of providing advanced wealth planning, estate planning, and trust services to high-net-worth clients of Calamos Wealth Management.
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Family Office provides sophisticated solutions to streamline the intricate financial lives of ultra-high net worth families, through comprehensive coordination, advanced risk management, investment services and legacy preservation strategies.
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The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.
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high net worth financial services jobs in Chicago, IL
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