Sr Private Client Product Spec

Location: Chicago
Posted on: April 25, 2024

Job Description:

GENERAL FUNCTION: Individual will work with relationship managers and/or portfolio managers to provide expert advice to clients in one of several specialty areas. Advises clients on the use of specialized financial products and services and providesefficient solutions to meet clients'' needs.

DUTIES & RESPONSIBILITIES:

* Advises clients on the use of specialized financial products, such as hedging, estate services and others and provides solutions to meet clients'' needs.

* Manages delivery of most complicated products.

* May assist in new product development.

* May provide training and guidance to more junior staff.

* May provide guidance and focus on the design of contractual documents.

SUPERVISORY RESPONSIBILITIES:

May provide training, guidance and education to more junior level product specialists.

Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth and recognize and reward employees foraccomplishments.

Keywords: , Lombard , Sr Private Client Product Spec, PR / Public Relations , Chicago, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

Let Chicago recruiters find you. Post your resume for free!

Get Chicago PR / Public Relations jobs via email.

View more Lombard PR / Public Relations jobs

Other PR / Public Relations Jobs

Trade Services Professional II
Description: font face Arial GENERAL FUNCTION:Performs defined essential duties and responsibilities within the Global Payments Trade Services Group for letters of credits and / or documentary collections per the (more...)
Company:
Location: Chicago
Posted on: 01/1/1970

Wealth Management Advisor
Description: font face Arial GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve (more...)
Company:
Location: Naperville
Posted on: 01/1/1970

Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Naperville
Posted on: 01/1/1970

Salary in Lombard, Illinois Area | More details for Lombard, Illinois Jobs |Salary

Investment Executive
Description: font face Arial GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial (more...)
Company:
Location: Naperville
Posted on: 01/1/1970

Retail Personal Banker
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Chicago
Posted on: 01/1/1970

Personal Banker Associate - LaGrange
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: LAGRANGE PARK
Posted on: 01/1/1970

Security Specialist Job
Description: lt span gt An industry leading financial services company is looking for a hands-on Security Specialist to join their team in a permanent role in West Allis, WI. The Security Specialist position is ideal (more...)
Company:
Location: Milwaukee
Posted on: 01/1/1970

Retail Personal Banker
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Gary
Posted on: 01/1/1970

60K Inside Sales- Chicago-Loop
Description: Our client is currently seeking Inside Sales Representatives to join their team in Downtown Chicago. In this role, you will be responsible for key initiatives that will help drive the growth of business (more...)
Company:
Location: Chicago
Posted on: 01/1/1970

Assoc Commercial Rel Mgr (Healthcare)
Description: font face Arial GENERAL FUNCTION: Provide support to a number of existing relationship managers in their daily duties in underwriting and monitoring credit existing and proposed credit requests, providing (more...)
Company:
Location: Chicago
Posted on: 01/1/1970

Loading more jobs...

Sr Private Client Product Spec

Didn't find what you're looking for? Search again!

Other PR / Public Relations Jobs

Log In or Create An Account