Private Client Wealth Relationship Advisor

Northern Trust Corp; Winnetka (IL); On-site; USD 115,000 - 195,000; Full time

Benefits offered by this job

401k plan

Pension

Health insurance

Job summary

Northern Trust Corp. is seeking a Relationship Advisor in Private Client Advisory to manage a complex HNW/UHNW client portfolio and deliver high-quality fiduciary and administrative services.

The role focuses on proactive wealth management conversations, coordination with client’s professional advisors, and delivering advisory solutions with a strong emphasis on fiduciary standards and compliance.

Qualifications

• 7–10 years’ experience as a relationship manager in trust administration, estate administration, estate planning, or related fields.
• Experience with HNW and UHNW clients is preferred.
• Ability to manage a complex portfolio of over a million and/or billion in AUM.
• Knowledge of fiduciary standards, financial products, and related laws.

Responsibilities

• Lead client conversations for life driven wealth management and provide proactive advice on NT products and services.
• Collaborate with client service team and external advisors to deliver timely, fiduciary compliant solutions.
• Build relationships with referral sources and professional advisors to grow business.
• Travel to meet clients as needed and mentor junior staff.

Skills

Relationship mgmt

Leadership

Negotiation

Sales

Communication

Education

JD

CFP

CPWA

Job description

Northern Trust Corp. is seeking a Relationship Advisor in Private Client Advisory to manage a complex HNW/UHNW client portfolio and deliver high-quality fiduciary and administrative services.

The role focuses on proactive wealth management conversations, coordination with client’s professional advisors, and delivering advisory solutions with a strong emphasis on fiduciary standards and compliance.