Senior Portfolio Advisor – Wealth Management

Northern Trust Corp; England; On-site; GBP 86,191 - 146,421; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust is seeking a qualified Investment role to manage activities for major fee revenue accounts and portfolios. You will collaborate with Investment Advisors to align with client objectives, while leveraging portfolio research and investment methodologies.

The position emphasizes adherence to investment guidelines and continuous improvement through new capabilities and training, within a comprehensive benefits framework and a discretionary bonus program.

Qualifications

• 2–4 years of investment experience in investment services.
• Knowledge of investment and portfolio management theory.
• Analytical and interpretive skills to understand client needs.

Responsibilities

• Manages investment activities for a growing set of major fee revenue producing accounts.
• Assists in development and recommendations of designed to achieve investment objectives for specific clients.
• Works with Investment Advisors to understand the overall investment strategy and provide input as goals change.

Job description

Northern Trust is seeking a qualified Investment role to manage activities for major fee revenue accounts and portfolios. You will collaborate with Investment Advisors to align with client objectives, while leveraging portfolio research and investment methodologies.

The position emphasizes adherence to investment guidelines and continuous improvement through new capabilities and training, within a comprehensive benefits framework and a discretionary bonus program.