Senior Portfolio Advisor II - High‑Net‑Worth Wealth Management

Northern Trust; Philadelphia (Philadelphia County); Presencial; USD 150 000 - 210 000; Tempo integral

Resumo da oferta

Northern Trust is seeking a Senior Portfolio Advisor II in the Philadelphia area to manage complex, fee-producing investment accounts for large trusts and high-net-worth clients. This role collaborates with the sales and relationship teams to win new business and expand client portfolios, while continually applying sophisticated investment methodologies and solutions.

The position requires extensive expertise in portfolio management and a track record of delivering outcomes within a challenging

Qualificações

• Knowledge of investment and portfolio management theory and financial principles.
• Decision making, sales, and negotiating skills.
• Specialized depth in investment discipline and strong technical expertise.
• Ability to interpret challenges and propose best practices.

Responsabilidades

• Manages investment accounts for major fee revenue clients in the local market.
• Drives new business growth by partnering with sales and relationships management teams.
• Develops investment programs to meet client objectives and directs execution.
• Analyzes and adapts investment strategies with the client service team.
• Maintains an influential presence with clients, co-trustees, consultants and external counsel to align on requirements.

Conhecimentos

Investment knowledge

Portfolio management

Financial analysis

Negotiation

Descrição da oferta de emprego

Northern Trust is seeking a Senior Portfolio Advisor II in the Philadelphia area to manage complex, fee-producing investment accounts for large trusts and high-net-worth clients. This role collaborates with the sales and relationship teams to win new business and expand client portfolios, while continually applying sophisticated investment methodologies and solutions.

The position requires extensive expertise in portfolio management and a track record of delivering outcomes within a challenging