Vice President, Private Wealth Advisor, Private Wealth Management
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Vice President, Private Wealth Advisor, Private Wealth Management
About the Role
Greater Chicago, IL Area
The Company is seeking a Private Wealth Advisor to join their team. The successful candidate will be responsible for creating and delivering comprehensive wealth management plans to ultra-high-net-worth individuals, families, and select institutions. This role involves working closely with clients to understand their unique needs and providing tailored advice that may include investment strategies, tax and estate planning, and philanthropic services. The Private Wealth Advisor will also be expected to maintain the highest ethical standards, provide exceptional client service, and curate a network of intermediaries to best serve client needs. Applicants must have a record of academic and professional achievement, with a minimum of 6 years' experience in private wealth management, financial services, or a related field. A background in sales, fundraising, business development, or investing is preferred. The role requires a candidate with a strong network, an entrepreneurial spirit, and a desire to work in a team-oriented environment. Excellent analytical, interpersonal, and relationship management skills are essential, as is a creative approach to problem-solving and a commitment to excellence and integrity. The candidate should be self-motivated and able to work both autonomously and collaboratively.
Functions:
- Finance
Compensation
USD $85,000-$240,000 (salary) per year
About the Company
Prominent global investment bank
Industry
Financial Services
Type
Public Company (GS)
Age
employees
10,001+
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