Senior UHNW Wealth Portfolio Advisor

Northern Trust Corp

Lake Forest, Northern (IL, KY)

Hybrid

USD 115,000 - 195,000

Full time

8 days ago

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Benefits offered by this job

401k and pension

Health benefits

Paid time off

Discretionary bonus program

Job summary

Northern Trust in Lake Forest, IL seeks a Senior Portfolio Advisor II in Wealth Management to manage high net worth client portfolios and lead investment strategies with a broad range of solutions. You will dedicate yourself to delivering bespoke investment insights and proactive service that aligns with clients' long-term goals.

Work closely with sales and relationship teams to drive new business, coordinate complex portfolios, and maintain regulatory compliance while upholding the firm's

Qualifications

Extensive investment management experience with long-term performance objectives.
Strong communication and negotiation skills to generate revenue and manage client expectations.
Experience serving ultra-high-net-worth individuals and complex portfolios.

Responsibilities

Manage investment activities for major fee-producing accounts with a focus on UHNW clients.
Collaborate with sales and relationship teams to win new business and expand client shares.
Develop and implement investment programs to meet client objectives and risk parameters.
Adhere to investment guidelines, risk controls, and compliance standards.

Skills

Investment management

Sales & negotiation

UHNW client service

Technical investment knowledge

Education

MBA and/or CFA, CFP, CIMA, CPWA and CAIA

Job description

Work closely with sales and relationship teams to drive new business, coordinate complex portfolios, and maintain regulatory compliance while upholding the firm's

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