- JPMorgan Chase (Chicago, IL)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... JP Morgan Asset & Wealth Management , with client assets of...brokerage and banking services including trusts and estates , loans, mortgages and deposits. As a Trust… more
- JPMorgan Chase (Chicago, IL)
- …Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing ... a variety of sub-specialty areas including state taxation of trusts , GST, estate tax, tax-exempt trusts...France, Israel, etc.) and US tax reporting for foreign trusts . As a Trusts and Estates… more
- KeyBank (Chicago, IL)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...and prioritize opportunities to deepen relationships. + Identifies Investment Management and Trust Opportunities as well as… more
- CIBC (Chicago, IL)
- …**What You'll Be Doing** CIBC US provides tailored commercial and commercial real estate banking, private wealth management , personal and small business ... to serve clients coast to coast. To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity… more
- Deloitte (Chicago, IL)
- …at delivering compliance and consulting services to individual clients and their trusts , estates , family offices, investment vehicles, charitable pursuits, and ... investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.… more
- BMO Financial Group (Hoffman Estates, IL)
- …and refers business opportunities to key partners, including Commercial Banking and Wealth Management , to deliver holistic client solutions.** **U.S. Only:** ... as well as restrictions on performing in a real estate agent capacity. + Develops and executes a market...data insights inform business decision making. + Coordinates the management of databases; ensures alignment and integration of data… more
- JPMorgan Chase (Chicago, IL)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- KeyBank (Chicago, IL)
- …serve as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with Family Wealth clients while to position the team as ... FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible...Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families * Excellent interpersonal… more
- Anywhere Real Estate (Chicago, IL)
- …Our Title Group is a full-service title, settlement, underwriting and vendor management services company serving consumers, real estate companies, affinity ... trust agreements etc. + Read and interpret real estate documents, legal proceedings, maps, and surveys. + Responsible...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- JPMorgan Chase (Chicago, IL)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise… more
- CIBC (Chicago, IL)
- …Primary responsibilities for this position will be that of Underwriting and Portfolio Management and execution of 1A risk management activities in a manner ... document exceptions + Follow up on past due real estate taxes / insurance certificates to clear exceptions +...Sell + Consults with the RM on cross-sell opportunities Management Responsibilities and Team Training + Mentor and provide… more