Senior Private Banker & Wealth Advisor

Fairygodboss; Chicago (IL); On-site; USD 170,000 - 225,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and investment strategies. The role emphasizes building strong client relationships and achieving business targets. Candidates should have a Bachelor's degree and significant prior experience in Private Banking. The position offers competitive compensation and a comprehensive benefits package.

Qualifications

• Six years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Experience or understanding of investments, wealth planning, credit.

Responsibilities

• Manage and maintain relationships with clients to earn trust.
• Generate business results and acquire new assets.
• Advise clients on overall balance sheet needs.

Skills

Client relationship management

Investment knowledge

Sales success

Business acumen

Education

Bachelor's Degree

Tools

Financial software

Job description

A leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and investment strategies. The role emphasizes building strong client relationships and achieving business targets. Candidates should have a Bachelor's degree and significant prior experience in Private Banking. The position offers competitive compensation and a comprehensive benefits package.