Senior Wealth Advisor SAFE Act - Chicago Area
Core
Strategic professional providing financial and investment services to an Ultra high Net Worth client base in the United States, developing financial strategies and conducting market analyses.
Role type
Senior Wealth Advisor (Private Banking)
Builds
Financial strategies and investment portfolios for Ultra High Net Worth clients
Domain
Wealth Management / Private Banking
Required skills
Financial analysis, Portfolio management, Risk assessment, Compliance knowledge, Client relationship management, Strategic planning
Preferred skills
Bloomberg proficiency, Group 1 insurance knowledge, Master's degree
Technologies
Microsoft Excel, Microsoft Word, Bloomberg
Responsibilities
Manage accounts of high net worth investors, Conduct sophisticated economic and financial market analyses, Recommend changes to investors' holdings, Adhere to specific prospecting code of conduct, Assess risk and drive compliance with laws and regulations
Seniority
Senior, 6-10 years experience