Senior Banking & Wealth Advisory Lead

Northern Trust; Pasadena (CA); On-site; USD 158,010 - 268,640; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Paid time off

Discretionary bonus program

Job summary

Northern Trust, located in Pasadena, CA, is seeking a candidate for a wealth management role. The position requires developing client relationships and managing complex banking & financial products. Candidates should have at least 5 years of relevant experience and expertise in the banking industry.

If you have strong communication skills and a knack for client servicing, Northern Trust offers a collaborative workplace and comprehensive benefits, including a discretionary bonus and retirement options.

Qualifications

• Minimum 5 years in financial analysis or client servicing experience.
• Advanced knowledge required in banking, investments, and financial consulting.

Responsibilities

• Develop client relationships and marketing strategies.
• Manage complex client wealth management banking relationships.
• Structure and negotiate complex loans or leases.
• Advise clients on Goals Driven Wealth Management.

Skills

Negotiation

Leadership

Sales

Oral communication

Written communication

Flexibility and adaptability

Education

Advanced knowledge of banking industry

Job description

Northern Trust, located in Pasadena, CA, is seeking a candidate for a wealth management role. The position requires developing client relationships and managing complex banking & financial products. Candidates should have at least 5 years of relevant experience and expertise in the banking industry.

If you have strong communication skills and a knack for client servicing, Northern Trust offers a collaborative workplace and comprehensive benefits, including a discretionary bonus and retirement options.