Senior Banking & Wealth Advisor

Northern Trust; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting.

Candidates must have at least 5 years of relevant experience, particularly in financial analysis or commercial lending. Excellent communication skills and adaptability are essential for success in this dynamic role.

Qualifications

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.

Responsibilities

• Develops new relationships and marketing strategy for clients.
• Manages complex client relationships and identifies investment opportunities.
• Structures and negotiates loan agreements according to guidelines.
• Analyzes terms of loans and oversees necessary documentation.
• Generates leads and cultivates a network of additional relationships.
• Leads in solving complex problems across functions.

Skills

Sales skills

Negotiation

Leadership

Excellent oral and written communication

Adaptability

Job description

Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting.

Candidates must have at least 5 years of relevant experience, particularly in financial analysis or commercial lending. Excellent communication skills and adaptability are essential for success in this dynamic role.