- Huntington National Bank (Chicago, IL)
- Description The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets… more
- Citigroup (New York, NY)
- …been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank . It serves over 500,000 clients through ... tailored lending solutions to target market clients of the Private Bank . Wealth Credit Management...actions where required, (iii) establishing portfolio and product limits, ( iv ) leading stress testing in alignment with Enterprise Risk… more
- CIBC (Chicago, IL)
- …with other areas within the Bank , specifically Middle Market, Regional offices, Private Wealth , and Retail. + Leading strategic client reviews with Product ... We're building a relationship-oriented bank for the modern world. We need talented,...+ Maintain strong partnerships with other business functions/units (ie, Private Wealth , Capital Market, Treasury Management and… more