Senior UHNW Wealth Advisory & Portfolio Growth Lead

Bbr Partners Llc; Chicago (IL); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401K plan

Life insurance

Disability coverage

One Medical membership

Transit & parking

HSA

Career growth

Volunteer program

Parental leave

Sabbatical

Casual dress

Catered lunches

Job summary

BBR Partners in Chicago seeks a senior professional to manage client relationships and overall investment strategy for ultra-high-net-worth individuals. You will identify prospective clients, nurture relationships, and coordinate with external advisors to deliver holistic wealth management solutions.

The role requires a self-driven, creative professional with a track record of success and willingness to travel for meetings; hybrid remote work options are available.

Qualifications

• 10+ years of relevant work experience.
• Extensive experience working with ultra and high net worth individuals and families on wealth needs.
• Strong business development skills and onboarding of new clients.
• Comfortable in a collaborative, team-based environment.
• Knowledge of portfolio management and asset allocation theory.
• Familiar with wealth transfer, tax planning, insurance, and philanthropy.

Responsibilities

• Develop new business opportunities and expand referral sources.
• Cultivate client relationships and transition new clients to the firm.
• Lead client relationship management and understand client needs.
• Develop and execute strategies for clients’ investment plans.
• Oversee asset allocation and portfolio monitoring to align with strategies.
• Coordinate with external advisors to deliver integrated services.
• Contribute to internal strategy discussions and lead client teams.

Skills

Business development

Relationship management

Portfolio management

Team collaboration

Strategic planning

Job description

BBR Partners in Chicago seeks a senior professional to manage client relationships and overall investment strategy for ultra-high-net-worth individuals. You will identify prospective clients, nurture relationships, and coordinate with external advisors to deliver holistic wealth management solutions.

The role requires a self-driven, creative professional with a track record of success and willingness to travel for meetings; hybrid remote work options are available.